How big is Trustspot's plan?

Trustspot's plan reported $18K in assets and 2 participants for 2025.

Original filing (PDF)20260423220347NAL0008312368003

Trustspot

Name: Trustspot — Trustspot 401(k) Plan, Form 5500 (2025)
Creator: Trustspot
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trustspot 401(k) Plan

401(k) retirement plan · Trustspot's Trustspot 401(k) Plan held $18K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan identifiers

Trustspot's EIN is 85-1264228.

EIN 85-1264228

Plan number 001

Plan year 2025

ACK ID 20260423220347NAL0008312368003

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Trustspot from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

TRUSTSPOT

EIN

all filings

Address

1500 1ST AVE N · L134 · BIRMINGHAM, AL · 35203

Phone

(916) 747-4574

Industry

Finance & Insurance

Plan administrator