TRUEPOINT WEALTH COUNSEL
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
3
Active participants
566
Total plan assets
$39.7M
Filings (rows)
3
Direct comp
$110K
Indirect comp
$0
SERVICES PROVIDED
Other3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| RELEVATE HEALTH MANAGEMENT, LLC. RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Other NONE | 207 | $18.4M | $62K |
| RELEVATE HEALTH MANAGEMENT, LLC. RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Other NONE | 198 | $15.9M | $35K |
| FATH MANAGEMENT COMPANY FATH MANAGEMENT COMPANY RETIREMENT SAVINGS PLAN | CINCINNATI, OH | Other NONE | 161 | $5.3M | $13K |