How big is True North Strategic Advisors, LLC's plan?

True North Strategic Advisors, LLC's plan reported $6.1M in assets and 8 participants for 2024.

Original filing (PDF)20250730141600NAL0002431075001

True North Strategic Advisors, LLC

Name: True North Strategic Advisors, LLC — True North, Form 5500 (2024)
Creator: True North Strategic Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True North Strategic Advisors, LLC 401(k) Plan

401(k) retirement plan · True North Strategic Advisors, LLC's True North Strategic Advisors, LLC 401(k) Plan held $6.1M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Scott Metzger signed True North Strategic Advisors, LLC's 2024 Form 5500 as plan administrator.

Scott Metzger — 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 North Strategic Advisors, LLC's EIN is 61-1422932.

EIN 61-1422932

Plan number 001

Plan year 2024

ACK ID 20250730141600NAL0002431075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for True North Strategic Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

True North Strategic Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 NORTH STRATEGIC ADVISORS, LLC.

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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