Filings through .
Trusteed Retirement Program
Matched across 5 name variants in the filings
Trusteed Retirement Program summary
Trusteed Retirement Program appears on 19 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $5.1B in assets for 60,448 participants. The median client plan holds $45.8M. Most client plans are sponsored in WI, FL and MO. The largest clients by plan assets are PPP Services, LLC, Credit Union Retirement Plan Association and United Nations Federal Cu. Plans reported $152K in direct and indirect compensation paid to Trusteed Retirement Program. The median is $5K per plan.
- Participants
- 60,448
- Median plan assets
- $45.8M
- Median plan participants
- 413
- Median fees per plan
- $5K
- Schedule C direct + indirect
Top 19 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| PPP Services, LLC | WI | $2.1B | 26,096 |
| Credit Union Retirement Plan Association | WI | $2.1B | 26,851 |
| United Nations Federal Cu | NY | $164M | 904 |
| Sunward Federal Credit Union | NM | $126M | 818 |
| Nusenda Federal Credit Union | NM | $88.4M | 742 |
| Westconsin Credit Union | WI | $87.5M | 536 |
| First Community Credit Union | MO | $68.2M | 750 |
| Philadelphia Federal Credit Union | PA | $54.5M | 347 |
| St. Mary's Bank | NH | $48.6M | 362 |
| Shell Federal Credit Union | TX | $45.8M | 492 |
| Westerra Credit Union | CO | $41.7M | 413 |
| Securityplus Federal Credit Union | MD | $38.1M | 197 |
| Summit Credit Union | WI | $22.5M | 872 |
| Floridacentral Credit Union | FL | $21.0M | 125 |
| St Louis Community Credit Union | MO | $18.6M | 183 |
| First Credit Union | AZ | $14.8M | 232 |
| Superior Choice Credit Union | WI | $13.0M | 221 |
| Security First Federal Credit Union | TX | $12.3M | 184 |
| Trax Federal Credit Union | FL | $7.5M | 123 |
- PPP Services, LLC$2.1BWIParticipants 26,096
- WIParticipants 26,851
- NYParticipants 904
- NMParticipants 818
- NMParticipants 742
- Westconsin Credit Union$87.5MWIParticipants 536
- MOParticipants 750
- PAParticipants 347
- St. Mary's Bank$48.6MNHParticipants 362
- TXParticipants 492
- Westerra Credit Union$41.7MCOParticipants 413
- MDParticipants 197
- Summit Credit Union$22.5MWIParticipants 872
- FLParticipants 125
- MOParticipants 183
- First Credit Union$14.8MAZParticipants 232
- WIParticipants 221
- TXParticipants 184
- FLParticipants 123
Top client states
- WI5 plans
- FL2 plans
- MO2 plans
- NM2 plans
- TX2 plans
Frequently asked questions
- Who uses Trusteed Retirement Program?
- 19 retirement plans list Trusteed Retirement Program as a service provider on Schedule C of Form 5500. The largest clients by plan assets include PPP Services, LLC, Credit Union Retirement Plan Association, United Nations Federal Cu, Sunward Federal Credit Union and Nusenda Federal Credit Union. Most client plans are sponsored in WI, FL and MO.
- How many plans does Trusteed Retirement Program serve?
- Trusteed Retirement Program serves 19 retirement plans with $5.1B in plan assets and 60,448 participants, based on the latest Form 5500 filings through 2024.
- What does Trusteed Retirement Program charge?
- Plans reported $152K in total Schedule C compensation paid to Trusteed Retirement Program. The median plan paid $5K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served19-2 YoYRank #757 of mapped providers
Assets under administration$5.1B0.0%Rank #2675 by share of filed assets
Fees received$151,575Median $5,297/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection
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