True North Human Capital Retirement Savings Plan
Sponsored by True North Human Capital, Llc · EIN 474797475 · Plan #001
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 638
- With balances
- 481
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fmi Retirement Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $45,851 |
| Transamerica Financial | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $35,788 |
| Mesirow Financial | Investment advisory (plan) | $24,197 |
| Osaic Wealth | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $26.4M | 638 | ack 20251014131815NAL0003006977001 |
| 01/01/2021 | $15.8M | 315 | ack 20250530124452NAL0005267363001 |