Plans listing this provider
30
0.05% of the 56,420 plans with Schedule H financials; 31 in 2023
Providers › Trust Point Inc
Trust Point Inc
- Service provider, as named on Schedule C
- EIN 390415000
- Plan year 2024
- Direct compensation reported $1,982,166
Assets of those plans
$583,642,548
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
30
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,982,166
97% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 64 | Recordkeeping fees | 30 |
| 51 | Investment management fees paid directly by plan | 30 |
| 38 | Participant communication | 30 |
| 28 | Investment management | 30 |
| 24 | Trustee (discretionary) | 30 |
| 21 | Trustee (bank, trust company or similar) | 30 |
| 15 | Recordkeeping and information management | 30 |
| 37 | Participant loan processing | 23 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| First Supply LLC Retirement Planrecordkeeper | Prometheus Group | $64,367,045 | 800 | $169,317 |
| Inland Label & Marketing Services, LLC 401(k) Profit Sharing Plan and Trustrecordkeeper | Inland Label & Marketing Services | $53,470,666 | 491 | $117,256 |
| Nystrom & Associates, Ltd. 401(k) Planrecordkeeper | Nystrom & Associates | $47,925,356 | 2,241 | $170,127 |
| Trust Point Inc 401(k) Profit Sharing Planrecordkeeper | Trust Point | $44,885,855 | 144 | $0 |
| Krohn Clinic, Ltd. 401(k) Profit Sharing Planrecordkeeper | Krohn Clinic | $29,568,000 | 118 | $99,747 |
| Peoples State Bank of Prairie Du Chien 401(k) Retirement Planrecordkeeper | Peoples State Bank of Prairie Du Chien | $24,316,056 | 192 | $63,269 |
| Dahl Automotive la Crosse, Inc. 401(k) Planrecordkeeper | Dahl Automotive la Crosse | $23,132,329 | 431 | $94,735 |
| Slipstream 401(k) Retirement Planrecordkeeper | Slipstream Group | $22,166,286 | 224 | $81,470 |
| State Collection Service, Inc. 401(k) Profit Sharing Planrecordkeeper | State Collection Service | $21,368,545 | 414 | $95,861 |
| South Lake Clinic, P. A. Employees' Profit Sharing Plus Planrecordkeeper | South Lake Clinic | $20,642,430 | 124 | $68,499 |
| T.I.C., Inc. Profit Sharing Planrecordkeeper | T.I.C. | $20,367,093 | 147 | $65,004 |
| Leadcar 401(k) Planrecordkeeper | Leadcar Systems | $19,078,047 | 258 | $70,417 |
| Citizens Community Federal 401(k) Profit Sharing Planrecordkeeper | Citizens Community Bancorp Inc. 401(k) Profit Sharing Plan | $18,816,101 | 290 | $51,099 |
| One Community Bank 401(k) Retirement Planrecordkeeper | One Community Bank | $16,821,532 | 236 | $54,871 |
| Schwing Bioset, Inc 401(k) Salary Savings Planrecordkeeper | Schwing Bioset | $16,812,607 | 151 | $68,815 |
| Dynamic 401(k) Planrecordkeeper | Dynamic Lifecycle Innovations | $15,800,181 | 411 | $76,071 |
| Truvant 401(k) Profit Sharing Planrecordkeeper | Truvant | $15,290,609 | 338 | $81,808 |
| L. B. White Profit Sharing Planrecordkeeper | L.B. White | $14,290,138 | 208 | $63,845 |
| Community First Bank 401(k) Profit Sharing Planrecordkeeper | Community First Bank | $14,145,801 | 126 | $59,506 |
| Coulee Bank Salary Savings Planrecordkeeper | Coulee Bank | $13,584,378 | 112 | $59,566 |
| Dairy State Bank Retirement Savings Planrecordkeeper | Dairy State Bank | $13,281,270 | 123 | $53,378 |
| Metallics, Inc. 401(k) Retirement Planrecordkeeper | Metallics | $9,537,358 | 101 | $44,215 |
| Empire Screen Printing, Inc. 401(k) Savings Retirement Planrecordkeeper | Empire Screen Printing | $9,315,716 | 157 | $42,504 |
| Taylor Truck Line Inc. 401(k) Planrecordkeeper | Taylor Truck Line | $8,748,975 | 123 | $9,360 |
| Badger Corrugating Company Profit Sharing & 401(k) Planrecordkeeper | Badger Corrugating | $6,737,557 | 137 | $39,407 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.