How big is Trustee Services, Inc.'s plan?

Trustee Services, Inc.'s plan reported $3.0M in assets and 12 participants for 2024.

Original filing (PDF)20250521135556NAL0001873875001

Trustee Services, Inc.

Name: Trustee Services, Inc. — Trustee Services, Inc., Form 5500 (2024)
Creator: Trustee Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trustee Services, Inc. 401(k) Plan

401(k) retirement plan · Trustee Services, Inc.'s Trustee Services, Inc. 401(k) Plan held $3.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Cecil Whitlock signed Trustee Services, Inc.'s 2024 Form 5500 as plan administrator.

Cecil Whitlock — 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

Trustee Services, Inc.'s EIN is 91-1639305.

EIN 91-1639305

Plan number 001

Plan year 2024

ACK ID 20250521135556NAL0001873875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score