How big is Trudatarx's plan?

Trudatarx's plan reported $656K in assets and 38 participants for 2024.

Original filing (PDF)20250627125703NAL0009808241001

Trudatarx

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

Form 5500-SF

FILING_RECEIVED

Trudatarx 401(k) Plan

401(k) retirement plan · Trudatarx's Trudatarx 401(k) Plan held $656K in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

People on this filing

Melissa LYON signed Trudatarx's 2024 Form 5500 as plan administrator.

Melissa LYON — 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

Trudatarx's EIN is 82-0602869.

EIN 82-0602869

Plan number 001

Plan year 2024

ACK ID 20250627125703NAL0009808241001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trudatarx's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TRUDATARX

EIN

all filings

Address

326 MAIN ST #1221 · NORWICH, VT · 05055

Phone

(406) 670-6837

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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