Assets by plan
Share of aggregate retirement assets
56%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUE NORTH COMPLIANCE SERVICES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.1M | 47 | 2025 | |
| 002 | TRUE NORTH COMPLIANCE SERVICES, INC. CASH BALANCE PLAN | CashBalance | $883K | 17 | 2024 |