Plan Snapshot
- Plan Sponsor: True Mfg. Co., INC.
- Sponsor EIN: 430709967
- Sponsor Address: 2001 E TERRA LN, O FALLON, MO, 633664434
- Plan Type: 401(k)
- Total Participants: 2,908
- Total Assets: $227.0M
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 | 2,908 | $227.0M | $5.6M | $11.4M |
| 2023 | 2,817 | $198.1M | $5.1M | $10.2M |
| 2022 | 2,813 | $166.6M | $4.7M | $9.7M |
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 | $381,071 | — | $381,071 |
| INTELLICENTS INVESTMENTS SOLUTIONS | INVESTMENT ADVISORY | $95,784 | $216 | $96,000 |
| SFW PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INTELLICENTS INVESTMENTS SOLUTIONS — INVESTMENT ADVISORY
- SFW PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $477,071
- Estimated Expense Ratio: 0.210% 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 | $476,855 | $95,784 | $381,071 | — | — |
| 2023 | $410,065 | $95,811 | $314,254 | — | — |
| 2022 | $410,581 | $95,590 | $314,991 | — | — |