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Sponsor portfolio

TRUEPOINT WEALTH COUNSEL

EIN 31-1306367-financial services-Latest filing 2025
Plans
3
Retirement
2
$55.9M assets
Welfare
1
$976K premiums
Participants
265
9999 CARVER ROAD, SUITE 200 - CINCINNATI, OH 45242513-792-6648truepointwealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$54.5M - 119 part#003CashBalance-$1.4M - 43 part#501Fully Insured-$976K - 177 lives

Retirement portfolio analytics

2 plans aggregated / $55.9M assets / 162 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PROFIT SHARING PLAN (#001)98%
  • CASH BALANCE PLAN (#003)2%
Total $55.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)119
  • CASH BALANCE PLAN (#003)43
Total 162Click row to drill in

Benefits portfolio analytics

1 plan / $976K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$864K
  • Dental$66K
  • Vision$66K
  • Long-term disability$34K
  • Life$9K
  • Short-term disability$4K
Total $976K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • COMMUNITY INSURANCE COMPANY88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
Total $976K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MARSH & MCLENNAN AGENCY LLC90%
  • BRANDON PHILLIPS HARTSEL10%
Total $51K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRUEPOINT INC 401(K) PROFIT SHARING PLAN

401k

Assets$54.5M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TRUEPOINT INC CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRUEPOINT WEALTH COUNSEL HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$976K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRUEPOINT INC 401(K) PROFIT SHARING PLAN401k$54.5M1192025
003TRUEPOINT INC CASH BALANCE PLANCashBalance$1.4M432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRUEPOINT WEALTH COUNSEL HEALTH AND WELFARE BENEFIT PLANFully InsuredCOMMUNITY INSURANCE COMPANY$976K1772025
Retirement plans
Welfare plans
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