AUMdb

Truenorth Companies, L.C. 401 K Plan

Sponsored by Truenorth Companies, L.C. · EIN 421513015 · Plan #001

Total assets
$62.5M
Net assets
$62.5M
Active participants
331
With balances
402

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $72,635
Mesirow Financial, Inc. Investment advisory (plan) $11,702
The Finway Group Recordkeeping, Participant loan processing, Recordkeeping fees $1,353