How big is Trueblood Wealth Management, LLC's plan?

Trueblood Wealth Management, LLC's plan reported $713K in assets and 6 participants for 2024.

Original filing (PDF)20250924074928NAL0007825744001

Trueblood Wealth Management, LLC

Name: Trueblood Wealth Management, LLC — Trueblood Wealth, Form 5500 (2024)
Creator: Trueblood Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trueblood Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Trueblood Wealth Management, LLC's Trueblood Wealth Management 401(k) Profit Sharing Plan held $713K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

Plan identifiers

Trueblood Wealth Management, LLC's EIN is 88-2096658.

EIN 88-2096658

Plan number 001

Plan year 2024

ACK ID 20250924074928NAL0007825744001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trueblood Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUEBLOOD 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