How big is True Wealth Advisory Group LLC's plan?

True Wealth Advisory Group LLC's plan reported $18K in assets and 3 participants for 2024.

Original filing (PDF)20250611184235NAL0012426467001

True Wealth Advisory Group LLC

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

Form 5500-SF

FILING_RECEIVED

True Wealth Advisory Group 401(k)

401(k) retirement plan · True Wealth Advisory Group LLC's True Wealth Advisory Group 401(k) held $18K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Monica Izquierdo signed True Wealth Advisory Group LLC's 2024 Form 5500 as plan administrator.

Monica Izquierdo — 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 Wealth Advisory Group LLC's EIN is 82-3071007.

EIN 82-3071007

Plan number 001

Plan year 2024

ACK ID 20250611184235NAL0012426467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for True Wealth Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

True Wealth Advisory Group 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 WEALTH ADVISORY GROUP LLC.

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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