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Original filing (PDF)20250808051349NAL0004338465001
TRUHEARING, INC.
Form 5500
FILING_RECEIVED
TRUHEARING 401(K) PLAN
401(k) retirement plan
Active participants
382
Accounts w/ balance
431
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 93% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUHEARING, INC..
Plan sponsor
Name
TRUHEARING, INC.
EIN
20-0415501
Address
12936 SOUTH FRONTRUNNER BLVD · SUITE 100 · DRAPER, UT · 84020
Phone
(801) 938-1946
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WSRP LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $56K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
Investments
26 direct securities · 1 pooled fund· $18.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$18.7M
26 holdings
Common Collective Trust
$95K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $2.9M | 15.4% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $2.5M | 13.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.1M | 11.1% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.7M | 9.1% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $1.7M | 9.0% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.3M | 6.9% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.3M | 6.8% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $919K | 4.8% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $826K | 4.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $564K | 3.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $436K | 2.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $347K | 1.8% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $250K | 1.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $231K | 1.2% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $230K | 1.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $226K | 1.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $213K | 1.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $181K | 1.0% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $115K | 0.6% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $113K | 0.6% | |
| PIM RE REAL RETURN STRAT - INS | Registered Investment Companies | — | — | $100K | 0.5% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $95K | 0.5% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $92K | 0.5% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $86K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $80K | 0.4% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $73K | 0.4% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $26K | 0.1% |
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