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Original filing (PDF)20251013044403NAL0000823905001
TRUE VALUE COMPANY
Form 5500
FILING_RECEIVED
TRUE VALUE COMPANY DEFINED LUMP SUM PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
277
Accounts w/ balance
—
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.4M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 74% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUE VALUE COMPANY.
Plan sponsor
Name
TRUE VALUE COMPANY
EIN
36-2099896
Address
8600 W. BRYN MAWR · CHICAGO, IL · 60631
Phone
(773) 695-5000
Industry
Wholesale Tradesee all
Plan administrator
Name
RETIREMENT COMMITTEE FOR TRUEVALUE COMPANY
EIN
36-2099896
City
CHICAGO, IL
Phone
(773) 695-5000
Plan characteristics
Plan number
125
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BLAZESKA BENEFIT PLAN SERVICES, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORY SERVICES | 74-2798841 | — | NONE | $36K | — |
| AON CONSULTING | 22-2232264 | — | NONE | $35K | — |
| RSM US LLP | 47-0714325 | — | NONE | $28K | — |
| FIDUCIENT ADVISORS (FORMERLY DIMEO) | — | CHICAGO, IL | NONE | $10K | — |
| NELSON MULLINS RILEY & SCARBOROUGH | — | ATLANTA, GA | NONE | $4K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | DES MOINES, IA | NONE | $459 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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