How big is Trusted RATE, Inc.'s plan?

Trusted RATE, Inc.'s plan reported $588K in assets and 44 participants for 2025.

Original filing (PDF)20260518103051NAL0000042066001

Trusted RATE, Inc.

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

Form 5500-SF

FILING_RECEIVED

Trusted RATE, Inc. 401(k) Plan

401(k) retirement plan · Trusted RATE, Inc.'s Trusted RATE, Inc. 401(k) Plan held $588K in plan assets for 44 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$588K

Net assets (EOY)

$588K

People on this filing

Mary Wright signed Trusted RATE, Inc.'s 2025 Form 5500 as plan administrator.

Mary Wright — 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

Trusted RATE, Inc.'s EIN is 87-3036546.

EIN 87-3036546

Plan number 001

Plan year 2025

ACK ID 20260518103051NAL0000042066001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Trusted RATE, Inc.'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 TRUSTED RATE, INC..

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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

Knocking points off