How big is True North Wealth Partners' plan?

True North Wealth Partners' plan reported $9K in assets and 3 participants for 2024.

Original filing (PDF)20251126141230NAL0002539715001

True North Wealth Partners

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

Form 5500-SF

FILING_RECEIVED

True North Wealth Partners SOCA Benefit Plan

Health & welfare plan · True North Wealth Partners' True North Wealth Partners SOCA Benefit Plan held $9K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed True North Wealth Partners' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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' EIN is 83-2050405.

EIN 83-2050405

Plan number 501

Plan year 2024

ACK ID 20251126141230NAL0002539715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

True North Wealth Partners' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score