Original filing (PDF)20250507113334NAL0023727522001

TRUE PRIVATE WEALTH ADVISORS, LLC

Name: TRUE PRIVATE WEALTH ADVISORS, LLC — TRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: TRUE PRIVATE WEALTH ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

TRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUE PRIVATE WEALTH ADVISORS, LLC.

Plan sponsor

Name

TRUE PRIVATE WEALTH ADVISORS, LLC

EIN

90-0883669

Address

1781 LIBERTY ST SE SUITE 200 · SALEM, OR · 97302

Phone

(503) 400-3311

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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