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

True North Advisors, LLC's plan reported $6.7M in assets and 59 participants for 2024.

Original filing (PDF)20250918135612NAL0002245426001

True North Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

True North Advisors, LLC 401(k) Plan

401(k) retirement plan · True North Advisors, LLC's True North Advisors, LLC 401(k) Plan held $6.7M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Bernadeta Thomas signed True North Advisors, LLC's 2024 Form 5500 as plan administrator.

Bernadeta Thomas — 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 Advisors, LLC's EIN is 75-2871229.

EIN 75-2871229

Plan number 001

Plan year 2024

ACK ID 20250918135612NAL0002245426001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

True North Advisors, LLC'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 NORTH 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