How big is Truepoint Wealth Counsel's plan?

Truepoint Wealth Counsel's plan reported $1.4M in assets and 43 participants for 2025.

Original filing (PDF)20260423110727NAL0004614673001

Truepoint Wealth Counsel

Name: Truepoint Wealth Counsel — Truepoint Inc. Cash, Form 5500 (2025)
Creator: Truepoint Wealth Counsel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truepoint Inc. Cash Balance Plan

Defined-benefit pension plan · Truepoint Wealth Counsel's Truepoint Inc. Cash Balance Plan held $1.4M in plan assets for 43 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jeremy J. Schira signed Truepoint Wealth Counsel's 2025 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Truepoint Wealth Counsel's EIN is 31-1306367.

EIN 31-1306367

Plan number 003

Plan year 2025

ACK ID 20260423110727NAL0004614673001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Truepoint Wealth Counsel from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Truepoint Wealth Counsel's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 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