How big is Truity Partners LLC's plan?

Truity Partners LLC's plan reported $15.3M in assets and 191 participants for 2024.

Original filing (PDF)20250731121436NAL0002563811001

Truity Partners LLC

Name: Truity Partners LLC — Truity Partners 401(k) Plan, Form 5500 (2024)
Creator: Truity Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truity Partners 401(k) Plan

401(k) retirement plan · Truity Partners LLC's Truity Partners 401(k) Plan held $15.3M in plan assets for 191 participants in 2024.

Signals · 1

No auditor on file

Active participants

191

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

Plan identifiers

Truity Partners LLC's EIN is 39-1823929.

EIN 39-1823929

Plan number 001

Plan year 2024

ACK ID 20250731121436NAL0002563811001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Truity Partners LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score