How big is True Wealth Advisor Group, Inc.'s plan?

True Wealth Advisor Group, Inc.'s plan reported $242K in assets and 6 participants for 2025.

Original filing (PDF)20260417105307NAL0023945216001

True Wealth Advisor Group, Inc.

Name: True Wealth Advisor Group, Inc. — True Wealth, Form 5500 (2025)
Creator: True Wealth Advisor Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True Wealth Advisor Group, Inc. 401(k) Plan

401(k) retirement plan · True Wealth Advisor Group, Inc.'s True Wealth Advisor Group, Inc. 401(k) Plan held $242K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

Plan identifiers

True Wealth Advisor Group, Inc.'s EIN is 92-0541882.

EIN 92-0541882

Plan number 001

Plan year 2025

ACK ID 20260417105307NAL0023945216001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for True Wealth Advisor Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

True Wealth Advisor Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUE WEALTH ADVISOR GROUP, INC..

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