Original filing (PDF)20250703134324NAL0001534706002

TRUE AND ASSOCIATES

Name: TRUE AND ASSOCIATES — TRUE AND ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: TRUE AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

TRUE AND ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TRUE AND ASSOCIATES

EIN

22-2472821all filings

Address

325 NORTH AVE EAST · WESTFIELD, NJ · 07090

Phone

(908) 232-0760

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