Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Trutina Financial
Trutina Financial
- Service provider, as named on Schedule C
- EIN 470995939
- Plan year 2024
- Direct compensation reported $167,659
Assets of those plans
$231,008,218
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$167,659
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 9 |
| 50 | Direct payment from the plan | 6 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 26 | Investment advisory (participants) | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| RH2 Engineering Inc. 401(k) Profit Sharing Plan and Trust | RH2 Engineering | $49,639,137 | 176 | $24,926 |
| Holman Distribution Centers 401(k) Profit Sharing Plan | Holman Distribution Center of Washington | $33,312,088 | 1,186 | $21,433 |
| Bank of Eastern Oregon 401(k) and Employee Stock Ownership Plan | Bank of Eastern Oregon | $28,796,733 | 199 | $12,697 |
| Bank of the Pacific 401(k) Plan | Bank of the Pacific | $22,674,466 | 264 | $18,361 |
| Thrive Communities 401(k) Plan | Thrive Communities Management | $20,001,217 | 946 | $8,940 |
| Fresh Consulting 401(k) Plan | Fresh Consulting | $19,848,135 | 415 | $17,363 |
| Farallon Consulting, LLC 401(k) Plan | Farallon Consulting | $19,049,969 | 138 | $19,302 |
| Rush Companies 401(k) Plan | Rush Development | $12,441,413 | 142 | $12,860 |
| Natural Factors Nutritional Products Inc. 401(k) Plan | Natural Factors Nutritional Products | $9,874,549 | 291 | $21,012 |
| Tentamus North America, Inc. 401(k) Plan | Tentamus North America | $8,493,312 | 333 | $9,845 |
| Regency Pacific 401(k) Retirement Plan | Regency Pacific Management | $6,877,199 | 859 | $920 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.