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Sponsor portfolio

TRUE YOU WEIGHT LOSS MANAGEMENT

EIN 85-3066581-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$709K assets
Welfare
0
Participants
47
2001 WESTON PARKWAY - CARY, NC 27513919-689-5189taukokangas.fiLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#002CashBalance-$438K - 15 part#001401k-$271K - 32 part

Retirement portfolio analytics

2 plans aggregated / $709K assets / 47 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • WEIGHT LOSS 401(K) (#001)38%
Total $709KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WEIGHT LOSS 401(K) (#001)32
  • CASH BALANCE PLAN (#002)15
Total 47Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRUE YOU WEIGHT LOSS MANAGEMENT CASH BALANCE PLAN

CashBalance

Assets$438K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TRUE YOU WEIGHT LOSS 401(K) PLAN

401k

Assets$271K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRUE YOU WEIGHT LOSS MANAGEMENT CASH BALANCE PLANCashBalance$438K152024
001TRUE YOU WEIGHT LOSS 401(K) PLAN401k$271K322024
Retirement plans
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