True North Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,737

Total plan assets

$1.5B

Filings (rows)

Direct comp

$49K

Indirect comp

Showing only "TRUE NORTH ADVISORS"

View all 5 variants aggregated →

TRUE NORTH ADVISORS4 TRUE NORTH MANAGEMENT GROUP3 TRUE NORTH3 TRUE NORTH COMPANIES1 TRUE NORTH FINANCIAL1

SERVICES PROVIDED

Advisor / Consultant2

Investment manager1

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southern Methodist University Southern Methodist University Retirement Plan · all filings	DALLAS, TX	Broker	2,417	$1.1B	$7K	$0
Haynes and Boone, LLP Haynes and Boone Retirement Savings Plan · all filings	DALLAS, TX	Investment manager	1,097	$360.5M	$25K	$0
Thomas Howell Ferguson, P.A. Thomas Howell Ferguson, P.A. 401(k) Plan · all filings	TALLAHASSEE, FL	Advisor / Consultant	118	$21.5M	$9K	$0
Thomas Howell Ferguson, P.A. Thomas Howell Ferguson, P.A. 401(k) Plan · all filings	TALLAHASSEE, FL	Advisor / Consultant	105	$16.0M	$8K	$0