True North Human Capital Retirement Savings Plan — Form 5500 plan (True North Human Capital, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, True North Human Capital Retirement Savings Plan is a benefit plan reported by True North Human Capital, LLC under EIN 47-4797475 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $22,851,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
True North Human Capital, LLC
EIN
47-4797475
Plan number
001
Plan type
3
Location
Lake Success, NY
Latest filing year
2023
Participants
438
End-of-year plan assets
$22,851,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023438H, C20241015085831NAL0027884753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,851,471
Total liabilities (EOY)
$0
Net assets (EOY)
$22,851,471
Net assets (BOY)
$17,672,554

Income & contributions

Employer contributions
$996,871
Participant contributions
$1,546,768
Total contributions
$3,884,663
Total income / additions
$6,825,439

Expenses & distributions

Benefits paid
$1,550,722
Administrative expenses
$85,220
Total expenses
$1,646,522
Net increase / (decrease)
$5,178,917

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica FinancialRECORDKEEPER$28,578$02023
Fmi Retirement ServicesRECORDKEEPER$26,277$02023
Mesirow FinancialINVESTMENT ADVISORY PLAN$19,394not reported in the loaded dataset2023
Fmi Retirement ServicesPLAN ADMINISTRATOR$9,697not reported in the loaded dataset2023

Related Form 5500 pages