Sponsor portfolio
TRUE WEALTH DESIGN, LLC
EIN 20-2387686investment managementLatest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
Participants
26
700 GHENT ROAD, SUITE 100 - AKRON, OH 44333330-333-5900truewealthdesign.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRUE WEALTH DESIGN, LLC 401(K) PLAN
401k
Assets$1.7M
Participants26
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
TRUE WEALTH DESIGN SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUE WEALTH DESIGN, LLC 401(K) PLAN | 401k | $1.7M | 26 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRUE WEALTH DESIGN SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans