How big is True Legacy's plan?

True Legacy's plan reported $826K in assets and 59 participants for 2025.

Original filing (PDF)20260512220058NAL0008965424022

True Legacy

Name: True Legacy — True Legacy 401(k) Plan, Form 5500 (2025)
Creator: True Legacy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True Legacy 401(k) Plan

401(k) retirement plan · True Legacy's True Legacy 401(k) Plan held $826K in plan assets for 59 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$826K

Net assets (EOY)

$826K

Plan identifiers

True Legacy's EIN is 83-1985983.

EIN 83-1985983

Plan number 001

Plan year 2025

ACK ID 20260512220058NAL0008965424022

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for True Legacy from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

True Legacy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 LEGACY.

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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 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.

Plan sponsor

Name

TRUE LEGACY

EIN

all filings

Address

3635 RUFFIN ROAD · 100 · SAN DIEGO, CA · 92123

Phone

(760) 622-3828

Industry

Real Estate

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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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