Plan Ledger DOL Form 5500 · updated monthly

Truescripts Holdings, Inc.ESOP

REFORMED TRUESCRIPTS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · WASHINGTON, IN · plan year 2024

Employer contribution per participant · 2024
$29,346

Truescripts Holdings, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $7,049,633 across 172 participant accounts, with employer contributions averaging $29,346 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Indiana (1,046th of 1,562), and 4,274th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$7,049,633
Participants with balances172
Active participants166
Employer contributions$4,871,445
Employee contributions—
Employer contribution per active participant$29,346
Average account balance$40,986
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.0M · 172 accts · $4.9M emplr
2023$-1.1M · 145 accts · $1.5M emplr
Employer contributions to the Truescripts Holdings, Inc. plan · 2024
Employer contribution per active participant$29,346
Median for plans this size$1,313
2024$29,346 per active participant
2023$10,274 per active participant

Truescripts Holdings, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history2
2024Not separately reported
2023Not separately reported
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Ffw Corporation IN$8.0M · 0.25%
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North Salem State Bank IN$6.5M · 0.19%
Intercambio Express, Inc. IN$3.4M · 1.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934418149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.