· 2022–2024 · DOL EFAST2
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TRUE UP COMPANIES,LLC — TRUE UP COMPANIES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250729182747NAL0008414898001
TRUE UP COMPANIES,LLC
Form 5500-SF
FILING_RECEIVED
TRUE UP COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
294
Accounts w/ balance
51
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRUE UP COMPANIES,LLC
.
Find decision makers
Plan sponsor
Name
TRUE UP COMPANIES,LLC
EIN
81-1078842
Address
P.O. BOX 18521 E QUEEN CREEK ROAD · SUITE 105-443 · QUEEN CREEK, AZ · 85142
Phone
(480) 284-5589
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 17% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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