How big is True Wealth Design, LLC's plan?

True Wealth Design, LLC's plan reported $1.3M in assets and 16 participants for 2024.

Original filing (PDF)20250820141124NAL0006319378001

True Wealth Design, LLC

Name: True Wealth Design, LLC — True Wealth Design, LLC, Form 5500 (2024)
Creator: True Wealth Design, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True Wealth Design, LLC 401(k) Plan

401(k) retirement plan · True Wealth Design, LLC's True Wealth Design, LLC 401(k) Plan held $1.3M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Kelly Durante signed True Wealth Design, LLC's 2024 Form 5500 as plan administrator.

Kelly Durante — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

True Wealth Design, LLC's EIN is 20-2387686.

EIN 20-2387686

Plan number 001

Plan year 2024

ACK ID 20250820141124NAL0006319378001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for True Wealth Design, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score