Plan5500

True World Holdings 401(K) Plan — Form 5500 plan (True World Holdings 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 World Holdings 401(K) Plan is a benefit plan reported by True World Holdings LLC under EIN 71-1013026 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,230 participants and $47,943,902 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
True World Holdings LLC
EIN
71-1013026
Plan number
001
Plan type
2
Location
Rockleigh, NJ
Latest filing year
2023
Participants
1,230
End-of-year plan assets
$47,943,902

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,230H, C20241011131758NAL0021926049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,943,902
Total liabilities (EOY)
$1,748
Net assets (EOY)
$47,942,154
Net assets (BOY)
$39,261,333

Income & contributions

Employer contributions
$750,315
Participant contributions
$4,314,099
Total contributions
$5,135,197
Total income / additions
$11,499,219

Expenses & distributions

Benefits paid
$2,728,422
Administrative expenses
$89,976
Total expenses
$2,818,398
Net increase / (decrease)
$8,680,821

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$77,477$02023
Fgmk, LLCNONE$11,114not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$50$02023

Related Form 5500 pages