Original filing (PDF)20231220164703NAL0004378610001

TRUE PARTNERS CONSULTING, LLC

Name: TRUE PARTNERS CONSULTING, LLC — TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: TRUE PARTNERS CONSULTING, LLC

Form 5500

FILING_RECEIVED

TRUE PARTNERS CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUE PARTNERS CONSULTING, LLC.

Plan sponsor

Name

TRUE PARTNERS CONSULTING, LLC

EIN

20-3795985

Address

205 N MICHIGAN · SUITE 2800 · CHICAGO, IL · 60601

Phone

(312) 924-3206

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2023-12-20

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

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
FIDELITY INVESTMENTS T ROWE PRICE STABLE VALUE · EIN 04-2647786 / PN 000	Common Collective Trust	$0	—

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