What public Form 5500 filings show about the True North Management, LLC 401(k) plan — and how to find and check your own account.
True North Management, LLC (EIN 34-1900634) reports TRUENORTH 401K PLAN on its most recent Form 5500, with $30.1M in plan assets across 928 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 Management, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your True North Management, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, MERRILL LYNCH PIERCE FENNER AND S, FIFTH THIRD BANK, BOBER MARKEY FEDOROVICH &.
