Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRUSTAGE FINANCIAL GROUP, INC.
EIN 45-4418520Management of Companies and EnterprisesLatest filing 2024
Plans
2
Retirement
2
$778.2M assets
Welfare
0
Participants
6,764
P.O. BOX 391 - MADISON, WI 537010391608-238-5851
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $778.2M assets / 6,764 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#009
TRUSTAGE PENSION PLAN FOR NON-REPRESENTED EMPLOYEES
CashBalance
Assets$591.2M
Participants5,536
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRUSTAGE PENSION PLAN FOR REPRESENTED EMPLOYEES
CashBalance
Assets$187.0M
Participants1,228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 009 | TRUSTAGE PENSION PLAN FOR NON-REPRESENTED EMPLOYEES | CashBalance | $591.2M | 5,536 | 2024 | |
| 001 | TRUSTAGE PENSION PLAN FOR REPRESENTED EMPLOYEES | CashBalance | $187.0M | 1,228 | 2024 |
Retirement plans