How big is Truepath Financial Planning LLC's plan?

Truepath Financial Planning LLC's plan reported $39K in assets and 3 participants for 2024.

Original filing (PDF)20250718073035NAL0001306081001

Truepath Financial Planning LLC

Name: Truepath Financial Planning LLC — Truepath Financial, Form 5500 (2024)
Creator: Truepath Financial Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truepath Financial Planning 401(k) Plan

401(k) retirement plan · Truepath Financial Planning LLC's Truepath Financial Planning 401(k) Plan held $39K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

Plan identifiers

Truepath Financial Planning LLC's EIN is 26-0335716.

EIN 26-0335716

Plan number 001

Plan year 2024

ACK ID 20250718073035NAL0001306081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Truepath Financial Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUEPATH FINANCIAL PLANNING 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