How big is Truman Group's plan?

Truman Group's plan reported $2.5M in assets and 11 participants for 2024.

Original filing (PDF)20250924130743NAL0007585473001

Truman Group

Name: Truman Group — Truman Group Cash Balance Plan, Form 5500 (2024)
Creator: Truman Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truman Group Cash Balance Plan

Defined-benefit pension plan · Truman Group's Truman Group Cash Balance Plan held $2.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Anthony Warren signed Truman Group's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Truman Group's EIN is 27-2132754.

EIN 27-2132754

Plan number 002

Plan year 2024

ACK ID 20250924130743NAL0007585473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Truman Group's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

TRUMAN GROUP

EIN

all filings

Address

241 SOUTH CLEVELAND AVE. · STE. A-1 · SAINT PAUL, MN · 55105

Phone

(651) 303-4067

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Community Service Associates, S.C.

Community Service Associates 401(k) Plan

$2.5M · 71 participants

Biltmore Psychiatric Group, P.L.L.C.

Arizona Community Psychiatric Groups, Ltd. 401(k) Plan and Trust

$2.5M · 4 participants

Chicago Autism and Behavior Specialists

Chicago Autism and Behavior Specialists 401(k) Plan

$2.5M · 111 participants

Hope Program, a L.C.S.W. Professional Corp.

Practice LT PS and Retirement Plan

$2.5M · 58 participants

Social Psychological Services, Inc.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.