# Trustage Financial Group, INC. DB Plan
Source: https://planprovider.pro/companies/trustage-financial-group-inc-plan-009

> Trustage Financial Group, INC.'s DB plan: 1,929 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustage Financial Group, INC.

- **Sponsor EIN:** 454418520

- **Sponsor Address:** P.O. BOX 391, MADISON, WI, 537010391

- **Plan Type:** DB

- **Total Participants:** 1,929

- **Total Assets:** $591.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,929|$591.2M|$13.3M|$0|

| 2023|2,107|$605.4M|$0|$0|

| 2022|2,277|$593.3M|$28.5M|$0|

| 2019|2,966|$714.1M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MILLIMAN USA|NONE|$379,900|—|$379,900|

| GRANT THORNTON, LLP|NONE|$42,000|—|$42,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN USA](https://planprovider.pro/provider/milliman) — NONE

- [GRANT THORNTON, LLP](https://planprovider.pro/provider/grant-thornton-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $421,900

- **Estimated Expense Ratio:** 0.071% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,547,051|—|—|—|—|

| 2023|$210,023|—|—|—|—|

| 2022|$872,646|—|—|—|—|

| 2019|$1,076,715|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustage-financial-group-inc-plan-009)

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