How big is True North Management Partners, LLC's plan?

True North Management Partners, LLC's plan reported $5.0M in assets and 5 participants for 2024.

Original filing (PDF)20250610143325NAL0025751392001

True North Management Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

True North Management Partners, LLC 401(k) Plan

401(k) retirement plan · True North Management Partners, LLC's True North Management Partners, LLC 401(k) Plan held $5.0M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

True North Management Partners, LLC's EIN is 90-0665299.

EIN 90-0665299

Plan number 001

Plan year 2024

ACK ID 20250610143325NAL0025751392001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

True North Management Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TRUE NORTH MANAGEMENT PARTNERS, LLC

EIN

all filings

Address

2390 E. CAMELBACK ROAD, SUITE 203 · PHOENIX, AZ · 85016

Phone

(602) 476-5800

Industry

Management of Companies / Holdings

Plan administrator