Original filing (PDF)20260324130005NAL0005325906001

True North Investment Partners, Inc.

Name: True North Investment Partners, Inc. — True North, Form 5500 (2025)
Creator: True North Investment Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True North Investment Partners, Inc. Cash Balance Pension Plan

Defined-benefit pension plan · True North Investment Partners, Inc.'s True North Investment Partners, Inc. Cash Balance Pension Plan held $232K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

TRUE NORTH INVESTMENT PARTNERS, INC.

EIN

all filings

Address

1991 CROCKER RD · STE 222 · WESTLAKE, OH · 44145

Phone

(440) 780-2220

Industry

Finance & Insurance

Plan administrator