# True Private Wealth Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/true-private-wealth-advisors-llc-900883669-001

> True Private Wealth Advisors, LLC's 401(k) plan: 21 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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