How big is True North Foundation's plan?

True North Foundation's plan reported $135K in assets and 1 participants for 2023.

Original filing (PDF)20240911132402NAL0007066257005

True North Foundation

Name: True North Foundation — True North Foundation 403(b), Form 5500 (2023)
Creator: True North Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True North Foundation 403(b) Retirement Plan

403(b) retirement plan · True North Foundation's True North Foundation 403(b) Retirement Plan held $135K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Kerry Anderson signed True North Foundation's 2023 Form 5500 as plan administrator.

Kerry Anderson — 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 Foundation's EIN is 74-2421528.

EIN 74-2421528

Plan number 001

Plan year 2023

ACK ID 20240911132402NAL0007066257005

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for True North Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

True North Foundation's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUE NORTH FOUNDATION.

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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