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Original filing (PDF)20231017073512NAL0026825123001
TRUEPILL, INC
Form 5500
FILING_RECEIVED
TRUEPILL 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
774
Accounts w/ balance
349
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
16 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (17 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUEPILL, INC.
Plan sponsor
Name
TRUEPILL, INC
EIN
84-3676147
Address
3121 DIABLO AVENUE · HAYWARD, CA · 94565
Phone
(650) 353-5495
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
16 pooled funds· $1.0M(15% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FLEXPATH MOD 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2516187 / PN 220 | Common Collective Trust | $300K | 4.5% |
| STABLE VALUE FUND I1 WILMINGTON TRUST, N.A · EIN 85-4031707 / PN 653 | Common Collective Trust | $264K | 3.9% |
| FLEXPATH MOD 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2563528 / PN 223 | Common Collective Trust | $162K | 2.4% |
| LARGE CAP GRTH II I1 WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | $88K | 1.3% |
| LARGE CP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | $88K | 1.3% |
| FLEXPATH AGR 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2503540 / PN 219 | Common Collective Trust | $36K | 0.5% |
| FLEXPATH MOD 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2478524 / PN 217 | Common Collective Trust | $23K | 0.3% |
| MID CAP GROWTH I1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | $19K | 0.3% |
| SMALL CAP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | Common Collective Trust | $16K | 0.2% |
| SMALL CAP GR II I1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | $13K | 0.2% |
| FLEXPATH AGR 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2554270 / PN 222 | Common Collective Trust | $8K | 0.1% |
| FLEXPATH AGR 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2468898 / PN 216 | Common Collective Trust | $6K | <0.1% |
| FLEXPATH MOD 2065 I1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7271382 / PN 763 | Common Collective Trust | $2K | <0.1% |
| FLEXPATH MOD 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2285799 / PN 214 | Common Collective Trust | $2K | <0.1% |
| FLEXPATH CON 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2491300 / PN 218 | Common Collective Trust | $362 | <0.1% |
| FLEXPATH CON 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2575758 / PN 224 | Common Collective Trust | $202 | <0.1% |
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