# Trustarc, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trustarc-inc-plan

> Trustarc, INC.'s 401(k) plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustarc, INC.

- **Sponsor EIN:** 262867451

- **Sponsor Address:** 2121 N CALIFORNIA BLVD., WALNUT CREEK, CA, 94596

- **Plan Type:** 401(k)

- **Total Participants:** 55

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|55|$12.4M|$0|$809,685|

| 2023|52|$10.6M|$0|$800,131|

| 2022|67|$10.6M|$0|$1.0M|

## 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|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$46,364|$34,436|$4,172|—|—|

| 2023|$45,042|$32,329|$7,455|—|—|

| 2022|$60,955|$35,262|$25,693|—|—|

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