Stable plan record

TRUE WEALTH ADVISORY GROUP 401K

Sponsored by TRUE WEALTH ADVISORY GROUP LLC · EIN/PN 823071007-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,319
Administrative cost per participant
2025
$59
Active participants
2025
2
Total plan assets
2025
$35,790
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260622150121NAL00081893600012$3,319
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.