Tru Community Care 401(k) Plan
Sponsored by Tru Community Care · EIN 840748577 · Plan #002
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 394
- With balances
- 277
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $30,064 |
| Creative Planning Llc | Investment advisory (plan), Direct payment from the plan | $26,197 |