True North Financial Planning, LLC 401(k) Plan

The True North Financial Planning, LLC 401(k) on its latest Form 5500

True North Financial Planning, LLC (EIN 85-1401491) reports TRUE NORTH FINANCIAL PLANNING LLC 401(K) PLAN on its most recent Form 5500, with $954K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full True North Financial Planning, LLC filing — schedules, fees, and providers.

Who runs the True North Financial Planning, LLC 401(k)?

True North Financial Planning, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask True North Financial Planning, LLCHR for the recordkeeper’s name and login.

How to check your True North Financial Planning, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask True North Financial Planning, LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).