Plan Snapshot
- Plan Sponsor: Trustone Financial Credit Union
- Sponsor EIN: 410749255
- Sponsor Address: 1400 RIVERWOOD DRIVE, BURNSVILLE, MN, 55337
- Plan Type: 401(k)
- Total Participants: 549
- Total Assets: $78.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 549 | $78.2M | $3.6M | $3.1M |
| 2023 | 558 | $66.5M | $3.3M | $2.9M |
| 2022 | 524 | $57.5M | $3.3M | $2.8M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $123,395 | $20,221 | — | — | — |
| 2023 | $102,389 | $13,466 | — | — | — |
| 2022 | $84,920 | — | $84,920 | — | — |