Truenorth 401 K Plan
Sponsored by True North Management, Llc · EIN 341900634 · Plan #001
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 928
- With balances
- 493
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $58,397 |
| Empower Advisory Group, Llc | Investment management | $48,274 |
| Fifth Third Bank | Investment advisory (plan) | $14,740 |
| Bober Markey Fedorovich & Company | Accounting | $12,500 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Sub-transfer agency fees | $1,650 |