How big is True Level Investments, Inc.'s plan?

True Level Investments, Inc.'s plan reported $362K in assets and 164 participants for 2024.

Original filing (PDF)20251006114504NAL0001827203001

True Level Investments, Inc.

Name: True Level Investments, Inc. — TLI Safe Harbor, Form 5500 (2024)
Creator: True Level Investments, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TLI Safe Harbor 401(k) Plan

401(k) retirement plan · True Level Investments, Inc.'s TLI Safe Harbor 401(k) Plan held $362K in plan assets for 164 participants in 2024.

Signals · 1

No auditor on file

Active participants

164

Accounts w/ balance

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

Plan identifiers

True Level Investments, Inc.'s EIN is 84-1880406.

EIN 84-1880406

Plan number 001

Plan year 2024

ACK ID 20251006114504NAL0001827203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for True Level Investments, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

True Level Investments, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score