Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRUMAN GROUP
EIN 27-2132754mental health careLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
22
241 SOUTH CLEVELAND AVE., STE. A-1 - SAINT PAUL, MN 55105651-303-4067trumangroup.comLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 22 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
TRUMAN GROUP CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRUMAN GROUP 401K PROFIT SHARING PLAN
401k
Assets$992K
Participants11
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 | TRUMAN GROUP CASH BALANCE PLAN | CashBalance | $2.5M | 11 | 2024 | |
| 001 | TRUMAN GROUP 401K PROFIT SHARING PLAN | 401k | $992K | 11 | 2024 |
Retirement plans