How big is Three CORD True Wealth Management, LLC.'s plan?

Three CORD True Wealth Management, LLC.'s plan reported $444K in assets and 9 participants for 2024.

Original filing (PDF)20250730111610NAL0004586449001

Three CORD True Wealth Management, LLC.

Name: Three CORD True Wealth Management, LLC. — Form 5500 Plan 001 (2024)
Creator: Three CORD True Wealth Management, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Three CORD True Wealth Management, LLC. 401(k) Plan

401(k) retirement plan · Three CORD True Wealth Management, LLC.'s Three CORD True Wealth Management, LLC. 401(k) Plan held $444K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$444K

Net assets (EOY)

$444K

People on this filing

Amanda Albanese signed Three CORD True Wealth Management, LLC.'s 2024 Form 5500 as plan administrator.

Amanda Albanese — 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

Three CORD True Wealth Management, LLC.'s EIN is 84-4283106.

EIN 84-4283106

Plan number 001

Plan year 2024

ACK ID 20250730111610NAL0004586449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Three CORD True Wealth Management, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Three CORD True Wealth Management, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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