How big is True Green Capital Management's plan?

True Green Capital Management's plan reported $7.6M in assets and 24 participants for 2024.

Original filing (PDF)20250718110215NAL0000745955001

True Green Capital Management

Name: True Green Capital Management — True Green Capital, Form 5500 (2024)
Creator: True Green Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True Green Capital Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · True Green Capital Management's True Green Capital Management 401(k) Profit Sharing Plan & Trust held $7.6M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Elizabeth Adamson signed True Green Capital Management's 2024 Form 5500 as plan administrator.

Elizabeth Adamson — 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 Green Capital Management's EIN is 45-3360581.

EIN 45-3360581

Plan number 001

Plan year 2024

ACK ID 20250718110215NAL0000745955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for True Green Capital Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

True Green Capital Management'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 GREEN CAPITAL MANAGEMENT.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

TRUE GREEN CAPITAL MANAGEMENT

EIN

all filings

Address

315 POST RD W # 2 · WESTPORT, CT · 068804758

Phone

(203) 557-6269

Industry

Finance & Insurance

Plan administrator