Truepoint Wealth Counsel (EIN 31-1306367) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $44.5M in plan assets and 239 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Truepoint Inc. 401(k) Profit Sharing Plan | 001 | 93 | $43.1M |
| Truepoint Inc. Cash Balance Plan | 003 | 43 | $1.4M |
| Truepoint Wealth Counsel Health and Welfare Benefit Plan | 501 | 103 | $0 |
31-1306367 is the Employer Identification Number (EIN) Truepoint Wealth Counsel 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?
