What public Form 5500 filings show about the True Wealth Advisory Group LLC 401(k) plan — and how to find and check your own account.
True Wealth Advisory Group LLC (EIN 82-3071007) reports TRUE WEALTH ADVISORY GROUP 401K on its most recent Form 5500, with $18K 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 Wealth Advisory Group LLC filing — schedules, fees, and providers.
True Wealth Advisory Group 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 Wealth Advisory Group LLCHR for the recordkeeper’s name and login.
