How big is True Group Holdings, LLC's plan?

True Group Holdings, LLC's plan reported $202K in assets and 9 participants for 2024.

Original filing (PDF)20250730153002NAL0002044259001

True Group Holdings, LLC

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

Form 5500-SF

FILING_RECEIVED

True Group Holdings, LLC 401(k) Plan

401(k) retirement plan · True Group Holdings, LLC's True Group Holdings, LLC 401(k) Plan held $202K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

People on this filing

Wendy Connor signed True Group Holdings, LLC's 2024 Form 5500 as plan administrator.

Wendy Connor — 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 Group Holdings, LLC's EIN is 90-0886089.

EIN 90-0886089

Plan number 001

Plan year 2024

ACK ID 20250730153002NAL0002044259001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

True Group Holdings, 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 TRUE GROUP HOLDINGS, 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

Knocking points off