# True Capital Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/true-capital-partners-llc-401k-plan

> True Capital Partners, LLC's 401(k) plan: 549 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** True Capital Partners, LLC

- **Sponsor EIN:** 454747947

- **Sponsor Address:** 1717 ARCH STREET, PHILADELPHIA, PA, 19103

- **Plan Type:** 401(k)

- **Total Participants:** 549

- **Total Assets:** $49.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|549|$49.2M|$0|$8.3M|

| 2023|560|$38.4M|$1.3M|$8.3M|

| 2022|637|$27.3M|$777,130|$7.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$50,882|—|$50,882|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISORY|$43,510|—|$43,510|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $94,392

- **Estimated Expense Ratio:** 0.192% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$94,392|$21,755|$50,882|—|—|

| 2023|$115,194|$17,623|$76,007|—|—|

| 2022|$143,681|$31,949|$79,783|—|$31,949|

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