Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRUGLOBAL INC.
EIN 04-3782056information technology and servicesLatest filing 2024
Plans
2
Retirement
2
$963K assets
Welfare
0
Participants
11
308 CORTSEN ROAD - PLEASANT HILL, CA 94523650-207-4042truglobal.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $963K assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TRUGLOBAL INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$958K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRUGLOBAL INC. RETIREMENT PLAN
ProfitSharing
Assets$4K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRUGLOBAL INC. CASH BALANCE PENSION PLAN | CashBalance | $958K | 4 | 2024 | |
| 001 | TRUGLOBAL INC. RETIREMENT PLAN | ProfitSharing | $4K | 7 | 2024 |
Retirement plans