Plan Snapshot
- Plan Sponsor: True North Human Capital, LLC
- Sponsor EIN: 474797475
- Sponsor Address: 1111 MARCUS AVENUE, LAKE SUCCESS, NY, 11042
- Plan Type: 401(k)
- Total Participants: 638
- Total Assets: $26.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 638 | $26.4M | $1.0M | $1.8M |
| 2023 | 506 | $22.9M | $996,871 | $1.5M |
| 2022 | 438 | $18.1M | $651,413 | $1.1M |
| 2021 | 315 | $15.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| GRASSI & CO., CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRASSI & CO., CPAS P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $107,336 | — | — | — | — |
| 2023 | $85,220 | — | — | — | — |
| 2022 | $69,815 | — | $69,633 | — | — |
| 2021 | $56,736 | — | $56,736 | — | — |