· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TRUE NORTH STRATEGIC ADVISORS, LLC — TRUE NORTH STRATEGIC ADVISORS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730141600NAL0002431075001
TRUE NORTH STRATEGIC ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
TRUE NORTH STRATEGIC ADVISORS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRUE NORTH STRATEGIC ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
TRUE NORTH STRATEGIC ADVISORS, LLC
EIN
61-1422932
Address
347 WEST BERRY STREET, SUITE 100 · FORT WAYNE, IN · 46802
Phone
(260) 420-5050
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
CONSULTING ENGINEERS & SCIENTISTS, INC.
CONSULTING ENGINEERS & SCIENTISTS, INC. RETIREMENT SAVINGS PLAN
$6.1M · 11 participants
PRESCIENT HEALTHCARE GROUP INC
PRESCIENT HEALTHCARE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$6.1M · 71 participants
A. REDDIX & ASSOCIATES, INC.
ARDX 401(K) PLAN
$6.1M · 71 participants
LEADERSHIP DEVELOPMENT WORLDWIDE, LLC
LEADERSHIP DEVELOPMENT WORLDWIDE LLC 401(K) PROFIT SHARING PLAN
$6.1M · 16 participants
INSITE SECURITY INC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
INSITE SECURITY INC 401(K) PROFIT SHARING PLAN & TRUST
$6.1M · 170 participants
BERRY CONSULTANTS, LLC
BERRY CONSULTANTS, LLC 401(K) PLAN
$6.1M · 29 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
