True Companies Employees Profit Sharing Plan
Sponsored by True Drilling Llc · EIN 830171045 · Plan #001
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 819
- With balances
- 1,343
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment management, Investment management fees (direct) | $321,066 |
| Hilltop National Bank | Recordkeeping, Trustee (institutional), Trustee (directed) | $108,121 |