How big is True Organic Products, Inc.'s plan?

True Organic Products, Inc.'s plan reported $10.3M in assets and 165 participants for 2024.

Original filing (PDF)20260120092622NAL0003030065001

True Organic Products, Inc.

Name: True Organic Products, Inc. — True Organic Products, Form 5500 (2024)
Creator: True Organic Products, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

True Organic Products, Inc. 401(k) Plan

401(k) retirement plan · True Organic Products, Inc.'s True Organic Products, Inc. 401(k) Plan held $10.3M in plan assets for 165 participants in 2024.

Signals · 3

Late filing · 2.1 moLate participant contributionsNo recordkeeper disclosed

Active participants

165

Accounts w/ balance

193

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

Plan identifiers

True Organic Products, Inc.'s EIN is 20-0626579.

EIN 20-0626579

Plan number 001

Plan year 2024

ACK ID 20260120092622NAL0003030065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for True Organic Products, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

True Organic Products, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUE ORGANIC PRODUCTS, INC..

Finding similar companies…

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.1 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 3K (0% of contributions).

Plan sponsor

Name

TRUE ORGANIC PRODUCTS, INC.

EIN

all filings

Address

99 PACIFIC STREET · SUITE 155A · MONTEREY, CA · 93940

Phone

(831) 375-4796

Industry

Manufacturing

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

2026-01-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	SERVICE PROVIDER	$0	—

Investments

25 direct securities· $10.3M(99% of reported assets)

Common Collective Trusts

$4.6M

9 holdings

Other securities

$4.5M

10 holdings

Mutual Funds

$877K

5 holdings

Bonds / Notes

$332K

1 holding

					% of plan
Voya Vanguard FTSE Social Index Fund	Common Collective Trusts	—	—	$1.5M	14.1%
Voya BlackRock LifePath Index 2045 Fd K	Other securities	—	—	$1.1M	10.6%
Voya Fidelity 500 Index Fund	Common Collective Trusts	—	—	$975K	9.4%
Voya Vanguard Growth Index Fund Adm	Common Collective Trusts	—	—	$874K	8.5%
Voya BlackRock LifePath Index 2050 Fd K	Other securities	—	—	$831K	8.0%
Voya BlackRock LifePath Index 2035 Fd K	Other securities	—	—	$600K	5.8%
Voya BlackRock LifePath Index 2055 Fd K	Other securities	—	—	$584K	5.6%
Voya Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$546K	5.3%
Voya Fixed Account	Other securities	—	—	$487K	4.7%
Voya BlackRock LifePath Index Ret Fd K	Other securities	—	—	$459K	4.4%
Participants Participant Loans Rates from 5.25% to 10.50% -	Bonds / Notes	—	—	$332K	3.2%
Voya Vanguard Intl Growth Fund Adm	Mutual Funds	—	—	$302K	2.9%
Voya Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$197K	1.9%
Voya Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$187K	1.8%
Voya Vanguard Mid-Cap Value Index Fund	Common Collective Trusts	—	—	$159K	1.5%
Voya Vanguard Mid Cap Growth Index Fd	Mutual Funds	—	—	$158K	1.5%
Voya American Funds Balanced Fund R6	Mutual Funds	—	—	$155K	1.5%
Voya BlackRock LifePath Index 2065 Fd K	Other securities	—	—	$155K	1.5%
Voya Vanguard Small-Cap Growth Index Fd	Mutual Funds	—	—	$151K	1.5%
Voya BlackRock LifePath Index 2060 Fd K	Other securities	—	—	$122K	1.2%
Voya BlackRock LifePath Index 2040 Fd K	Other securities	—	—	$113K	1.1%
Voya American Funds New Perspective R6	Mutual Funds	—	—	$111K	1.1%
Voya Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$111K	1.1%
Voya Vanguard Small-Cap Value Index Fund	Common Collective Trusts	—	—	$87K	0.8%
Voya BlackRock LifePath Index 2030 Fd K	Other securities	—	—	$33K	0.3%