How big is True Wealth Advisory Group's plan?

True Wealth Advisory Group's plan reported $408K in assets and 5 participants for 2024.

Original filing (PDF)20250424133223NAL0007233969001

True Wealth Advisory Group

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

Form 5500-SF

FILING_RECEIVED

True Wealth Advisory Group 401(k) Plan

401(k) retirement plan · True Wealth Advisory Group's True Wealth Advisory Group 401(k) Plan held $408K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

Plan identifiers

True Wealth Advisory Group's EIN is 99-0458432.

EIN 99-0458432

Plan number 001

Plan year 2024

ACK ID 20250424133223NAL0007233969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

True Wealth Advisory Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ADVISORY GROUP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

TRUE WEALTH ADVISORY GROUP

EIN

all filings

Address

1600 SOUTH MAIN ST., SUITE 202 · WALNUT CREEK, CA · 94595

Phone

(925) 934-9076

Industry

Finance & Insurance

Plan administrator