How big is Truwealth Financial's plan?

Truwealth Financial's plan reported $19K in assets and 3 participants for 2024.

Original filing (PDF)20250610162850NAL0025886944001

Truwealth Financial

Name: Truwealth Financial — Truwealth Financial 401(k), Form 5500 (2024)
Creator: Truwealth Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truwealth Financial 401(k)

401(k) retirement plan · Truwealth Financial's Truwealth Financial 401(k) held $19K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Shirley Horner signed Truwealth Financial's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Truwealth Financial's EIN is 46-4127994.

EIN 46-4127994

Plan number 001

Plan year 2024

ACK ID 20250610162850NAL0025886944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Truwealth Financial'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 TRUWEALTH FINANCIAL.

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Plan health score

Above-average plan

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