Original filing (PDF)20250611184235NAL0012426467001

TRUE WEALTH ADVISORY GROUP LLC

Name: TRUE WEALTH ADVISORY GROUP LLC — TRUE WEALTH ADVISORY GROUP 401K, Form 5500 (2024)
Creator: TRUE WEALTH ADVISORY GROUP LLC

Form 5500-SF

FILING_RECEIVED

TRUE WEALTH ADVISORY GROUP 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

TRUE WEALTH ADVISORY GROUP LLC

EIN

82-3071007

Address

1 ALHAMBRA PLZ · STE PH · CORAL GABLES, FL · 33134

Phone

(305) 905-6824

Industry

Finance & Insurancesee 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

2025-06-11

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PRUDENT FINANCIAL PLANNING LLC

PRUDENT FINANCIAL PLANNING 401(K) PLAN

$18K · 2 participants

SMJ HOMES INC

$18K · 2 participants

III KINGS INC

$18K · 4 participants

THE SIXTH CIRCLE INC

THE SIXTH CIRCLE INC - 401(K)

$18K · 32 participants

ANN FRIGON FINANCIAL, LLC

ANN FRIGON FINANCIAL, LLC 401(K) PLAN

$18K · 3 participants