Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRUE NORTH INVESTMENT PARTNERS, INC.
EIN 75-3206387Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$278K assets
Welfare
0
Participants
6
1991 CROCKER RD, STE 222 - WESTLAKE, OH 44145440-780-2220
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $278K assets / 6 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#004
TRUE NORTH INVESTMENT PARTNERS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$232K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TRUE NORTH INVESTMENT PARTNERS, INC. RETIREMENT PLAN
401k
Assets$46K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | TRUE NORTH INVESTMENT PARTNERS, INC. CASH BALANCE PENSION PLAN | CashBalance | $232K | 3 | 2025 | |
| 003 | TRUE NORTH INVESTMENT PARTNERS, INC. RETIREMENT PLAN | 401k | $46K | 3 | 2025 |
Retirement plans