AUMdb

Truth Initiative 401(k) Profit Sharing Plan

Sponsored by Truth Initiative · EIN 911956621 · Plan #001

Total assets
$57.4M
Net assets
$57.4M
Active participants
136
With balances
238

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $52,374
Empower Annuity Insurance Company O Recordkeeping fees $5,413