AUMdb

True Manufacturing Company, Inc. 401(k) Plan

Sponsored by True Mfg. Co., Inc. · EIN 430709967 · Plan #002

Total assets
$227M
Net assets
$227M
Active participants
2,908
With balances
3,148

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Intellicents Investment Solutions Inc CRD 107498 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $381,071
Intellicents Investments Solutions Investment advisory (plan), Direct payment from the plan $95,784
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0