Plan Snapshot
- Plan Sponsor: Truetb Advisory Services Company
- Sponsor EIN: 934801013
- Sponsor Address: 1247 WEST MADISON ST. UNIT 201, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $80,735
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. |
|---|
| 2025 | 1 | $80,735 | $0 | $0 |
| 2024 | 1 | $80,735 | $0 | $0 |
| 2023 | 0 | $5,136 | $0 | $0 |