How big is True North Advisory Group LLC's plan?

True North Advisory Group LLC's plan reported $145K in assets and 1 participants for 2024.

Original filing (PDF)20251015161551NAL0005393681001

True North Advisory Group LLC

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

Form 5500-SF

FILING_RECEIVED

True North Advisory Group 401(k) Profit Sharing Plan

401(k) retirement plan · True North Advisory Group LLC's True North Advisory Group 401(k) Profit Sharing Plan held $145K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

Plan identifiers

True North Advisory Group LLC's EIN is 87-4228508.

EIN 87-4228508

Plan number 001

Plan year 2024

ACK ID 20251015161551NAL0005393681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

True North Advisory Group LLC'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 NORTH ADVISORY GROUP LLC.

Finding similar companies…

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