Sponsor portfolio
TRUENORTH WEALTH & IMPACT, LLC
EIN 88-1871413financial servicesLatest filing 2025
Plans
2
Retirement
1
$719K assets
Welfare
1
Participants
9
4037 GATEWAY DRIVE - JOPLIN, MO 64804417-434-9400findtruenorth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRUENORTH WEALTH & IMPACT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$719K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
TRUENORTH WEALTH & IMPACT, LLC MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUENORTH WEALTH & IMPACT, LLC 401(K) PROFIT SHARING PLAN | 401k | $719K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRUENORTH WEALTH & IMPACT, LLC MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans