Original filing (PDF)20240821143745NAL0008658946001

TRUE AMES INC

Name: TRUE AMES INC — TRUE AMES INC 401(K) PLAN, Form 5500 (2023)
Creator: TRUE AMES INC

Form 5500-SF

FILING_RECEIVED

TRUE AMES INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUE AMES INC.

Plan sponsor

Name

TRUE AMES INC

EIN

77-0378528

Address

74 AERO CAMINO STE A · GOLETA, CA · 93117

Phone

(805) 685-8341

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-08

Filed

2024-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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