How big is Austin Trust Company's plan?

Austin Trust Company's plan reported $3.3M in assets and 28 participants for 2024.

Original filing (PDF)20250623203139NAL0015421170001

Austin Trust Company

Name: Austin Trust Company — Austin Trust Company 401(k), Form 5500 (2024)
Creator: Austin Trust Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Austin Trust Company 401(k) Plan & Trust

401(k) retirement plan · Austin Trust Company's Austin Trust Company 401(k) Plan & Trust held $3.3M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Holly TUE Garcia signed Austin Trust Company's 2024 Form 5500 as plan administrator.

Holly TUE Garcia — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Austin Trust Company's EIN is 74-2473981.

EIN 74-2473981

Plan number 001

Plan year 2024

ACK ID 20250623203139NAL0015421170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Austin Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Austin Trust Company's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUSTIN TRUST COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score