Plan Snapshot
- Plan Sponsor: True Private Wealth Advisors, LLC
- Sponsor EIN: 900883669
- Sponsor Address: 1781 LIBERTY ST SE SUITE 200, SALEM, OR, 97302
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 21
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 21 | $9.0M | $0 | $0 |
| 2024 | 18 | $7.3M | $234,867 | $334,679 |
| 2023 | 19 | $6.8M | $249,762 | $315,710 |
| 2022 | 17 | $5.0M | $223,878 | $233,090 |