How big is True Wealth Design's plan?

True Wealth Design's plan reported $4K in assets and 21 participants for 2024.

Original filing (PDF)20250729141610NAL0003442033001

True Wealth Design

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

Form 5500-SF

FILING_RECEIVED

True Wealth Design SOCA Benefit Plan

Health & welfare plan · True Wealth Design's True Wealth Design SOCA Benefit Plan held $4K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed True Wealth Design's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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's EIN is 20-2387686.

EIN 20-2387686

Plan number 501

Plan year 2024

ACK ID 20250729141610NAL0003442033001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

True Wealth Design's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score