# True North Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/true-north-management-llc-401k-plan

> True North Management, LLC's 401(k) plan: 928 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** True North Management, LLC

- **Sponsor EIN:** 341900634

- **Sponsor Address:** 10346 BRECKSVILLE ROAD, BRECKSVILLE, OH, 44141

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

- **Total Participants:** 928

- **Total Assets:** $30.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|928|$30.1M|$1.8M|$1.6M|

| 2023|339|$29.1M|$1.6M|$1.4M|

| 2022|998|$25.3M|$1.5M|$1.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$58,397|—|$58,397|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$48,274|—|$48,274|

| FIFTH THIRD BANK|INVESTMENT ADVISOR|$14,740|—|$14,740|

| BOBER MARKEY FEDOROVICH & COMPANY|AUDITOR|$12,500|—|$12,500|

| BOBER, MARKEY, FEDOROVICH & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BOBER MARKEY FEDOROVICH & COMPANY](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — AUDITOR

- [BOBER, MARKEY, FEDOROVICH & COMPANY](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,911

- **Estimated Expense Ratio:** 0.444% 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|$119,237|—|—|—|—|

| 2023|$104,404|$53,502|—|$11,000|—|

| 2022|$88,774|—|$88,774|—|—|

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