How big is True North Mortgage LLC's plan?

True North Mortgage LLC's plan reported $551K in assets and 2 participants for 2024.

Original filing (PDF)20250930094034NAL0014662560001

True North Mortgage LLC

Name: True North Mortgage LLC — True North Mortgage LLC, Form 5500 (2024)
Creator: True North Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True North Mortgage LLC 401(k) Plan

401(k) retirement plan · True North Mortgage LLC's True North Mortgage LLC 401(k) Plan held $551K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

People on this filing

James Roberts signed True North Mortgage LLC's 2024 Form 5500 as plan administrator.

James Roberts — 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

True North Mortgage LLC's EIN is 33-1196803.

EIN 33-1196803

Plan number 001

Plan year 2024

ACK ID 20250930094034NAL0014662560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for True North Mortgage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

True North Mortgage 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 TRUE NORTH MORTGAGE LLC.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score