True North Itg, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: True North Itg, INC.
  • Sponsor EIN: 510483845
  • Sponsor Address: 16504 9TH AVE SE SUITE 203, MILL CREEK, WA, 98012
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 54
  • Total Assets: $2.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202554$2.3M$0$0
202443$1.6M$148,316$272,678
202353$1.6M$148,446$290,087
202245$862,132$130,953$231,489

Similar Plans