What public Form 5500 filings show about the True North Wealth Partners LLC 401(k) plan — and how to find and check your own account.
True North Wealth Partners LLC (EIN 83-2050405) reports TRUE NORTH WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $48K in plan assets across 3 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 Wealth Partners LLC filing — schedules, fees, and providers.
True North Wealth Partners 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 Wealth Partners LLCHR for the recordkeeper’s name and login.
