True North Equipment Co. 401(k) Profit Sharing Plan
Sponsored by True North Equipment Co. · EIN 450330917 · Plan #001
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 185
- With balances
- 221
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 |
|---|---|---|
| Oakstreet Wealth Management, Inc. CRD 288723 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping, Consulting (general), Participant loan processing | $28,938 |
| Oakstreet Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $20,520 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities) | $0 |