TRUEPOINT INC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2240 of mapped providers
Assets under administration$2.5B0.0%Market share · rank #2784
Fees received$185,100Median $41,300/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical TRUEPOINT INC plan look like?
Service mix · median fees per plan
Count of plans where TRUEPOINT INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Other investment fees and expensesCode 27 | 3 | $44,826 | |
Investment advisory (participants); Securities brokerageCode 26 | 2 | $15,281 |
Competitor overlap
Percent of TRUEPOINT INC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under TRUEPOINT INC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under TRUEPOINT INC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | $1.6B | 3,061 | $23,513 | 6y | 2 |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | $849M | 1,854 | $7,048 | 4y | 1 |
RELEVATE HEALTH MANAGEMENT, LLC.OH · 872676505-001 | $25M | 342 | $41,300 | 3y | - |
HILLS DEVELOPERS, INC.OH · 311009538-001 | $22M | 223 | $68,413 | 9y | 1 |
EASTER SEALS TRISTATE LLCOH · 310873433-002 | $11M | 828 | $44,826 | 2y | 1 |
Flag exposure
80.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into TRUEPOINT INC.
- TRUEPOINT CAPITAL, LLC
- TRUEPOINT INC
- TRUEPOINT INC.
- TRUEPOINT WEALTH COUNSEL
- TRUEPOINT, INC.
- TRUPOINT INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for TRUEPOINT INC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 60.00% | 1.71% | +58.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 40.00% | 1.76% | +38.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with TRUEPOINT INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent