True Wealth Design, LLC (EIN 20-2387686) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.3M in plan assets and 37 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| True Wealth Design, LLC 401(k) Plan | 001 | 16 | $1.3M |
| True Wealth Design SOCA Benefit Plan | 501 | 21 | $4K |
20-2387686 is the Employer Identification Number (EIN) True Wealth Design, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
