Shawn BOSS signed Trulife, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trulife, Inc.'s EIN is 38-0395750.
Download the official 2024 Form 5500 (PDF) for Trulife, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trulife, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | 41-0973005 | — | INVESTMENT/FINANCIAL ADVI | $12K | — |
| AMERIPRISE FINANCIAL SERVICES LLC | 38-2722519 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.4M | 11.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $964K | 8.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $896K | 7.6% | |
| AMF AMCAP R6 | Registered Investment Companies | — | — | $878K | 7.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $695K | 5.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $660K | 5.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $570K | 4.8% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $514K | 4.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $466K | 4.0% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $463K | 3.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $456K | 3.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $413K | 3.5% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $350K | 3.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $309K | 2.6% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $156K | 1.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $113K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $111K | 0.9% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $106K | 0.9% | |
| AMF INT BND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $99K | 0.8% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $87K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $61K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $6K |
| — |
