How big is True North Diversified LLC's plan?

True North Diversified LLC's plan reported $1.9M in assets and 96 participants for 2024.

Original filing (PDF)20251010124118NAL0013131472001

True North Diversified LLC

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

Form 5500-SF

FILING_RECEIVED

True North Diversified 401(k) Plan

401(k) retirement plan · True North Diversified LLC's True North Diversified 401(k) Plan held $1.9M in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Robert Downs signed True North Diversified LLC's 2024 Form 5500 as plan administrator.

Robert Downs — 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 Diversified LLC's EIN is 83-2662261.

EIN 83-2662261

Plan number 001

Plan year 2024

ACK ID 20251010124118NAL0013131472001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

True North Diversified LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 DIVERSIFIED 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

Knocking points off