How big is True North Financial Planning, LLC's plan?

True North Financial Planning, LLC's plan reported $954K in assets and 4 participants for 2024.

Original filing (PDF)20250627102746NAL0023167970001

True North Financial Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

True North Financial Planning LLC 401(k) Plan

401(k) retirement plan · True North Financial Planning, LLC's True North Financial Planning LLC 401(k) Plan held $954K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

People on this filing

LISA Hynson signed True North Financial Planning, LLC's 2024 Form 5500 as plan administrator.

LISA Hynson — 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 Financial Planning, LLC's EIN is 85-1401491.

EIN 85-1401491

Plan number 001

Plan year 2024

ACK ID 20250627102746NAL0023167970001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

True North Financial Planning, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL PLANNING, 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