How big is True North Wealth Partners LLC's plan?

True North Wealth Partners LLC's plan reported $48K in assets and 3 participants for 2022.

Original filing (PDF)20230518192646NAL0007839186001

True North Wealth Partners LLC

Name: True North Wealth Partners LLC — True North Wealth, Form 5500 (2022)
Creator: True North Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True North Wealth Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · True North Wealth Partners LLC's True North Wealth Partners LLC 401(k) Profit Sharing Plan & Trust held $48K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Eric SUSI signed True North Wealth Partners LLC's 2022 Form 5500 as plan administrator.

Eric SUSI — 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 North Wealth Partners LLC's EIN is 83-2050405.

EIN 83-2050405

Plan number 001

Plan year 2022

ACK ID 20230518192646NAL0007839186001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for True North Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

True North Wealth Partners LLC'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 NORTH WEALTH PARTNERS LLC.

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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