· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TRUE VENTURE MANAGEMENT, LLC — TRUE VENTURE MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625111312NAL0011145792001
TRUE VENTURE MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
TRUE VENTURE MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
41
Accounts w/ balance
47
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRUE VENTURE MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
TRUE VENTURE MANAGEMENT, LLC
EIN
20-3699992
Address
575 HIGH STREET, SUITE 400 · PALO ALTO, CA · 94301
Phone
(415) 248-6640
Industry
Finance & Insurance
see 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
2025-06-25
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
FOREST INVESTMENT ASSOCIATES, LLC
FOREST INVESTMENT ASSOCIATES, LLC 401(K) RETIREMENT PLAN
$29.3M · 48 participants
DGF SERVICES, LLC
DGF SERVICES LLC 401(K) PLAN
$29.3M · 36 participants
LIGHTSPEED MANAGEMENT COMPANY, LLC
LIGHTSPEED MANAGEMENT COMPANY RETIREMENT PLAN
$29.4M · 155 participants
UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN
$29.2M · 270 participants
IMPAX ASSET MANAGEMENT LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
IMPAX ASSET MANAGEMENT 401(K) RETIREMENT PLAN
$29.6M · 111 participants
DENTAL MANAGEMENT STRATEGIES, LLC
DENTAL ASSOCIATES OF DELAWARE 401(K) PROFIT SHARING PLAN
$29.0M · 99 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
