True Capital Partners, Llc 401(k) Plan: Login, Facts & Contact Information
True Capital Partners, Llc 401(k) Login
153 former True Capital Partners, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
True Capital Partners, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $10.1 million went into the plan in contributions.
- $4.71 million was paid out to participants.
- Investment and other income added $5.47 million.
- Administrative expenses were $94,392, about $136 per account.
How the True Capital Partners, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 236 | $9.24 million | $0 | $591,304 |
| 2020 | 277 | $14.0 million | $339,509 | $1.14 million |
| 2021 | 324 | $21.6 million | $519,761 | $1.50 million |
| 2022 | 567 | $27.3 million | $777,130 | $1.67 million |
| 2023 | 742 | $38.4 million | $1.32 million | $5.01 million |
| 2024 | 677 | $49.2 million | — | $4.71 million |
True Capital Partners, Llc 401(k) Contact Information
Questions about the True Capital Partners, Llc 401(k)
Does True Capital Partners, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the True Capital Partners, Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the True Capital Partners, Llc 401(k) plan?
677 participants at the start of plan year 2024, 549 of them active employees, and 153 former employees who still had money in the plan.
What is the average 401(k) balance at True Capital Partners, Llc?
About $70,846 per account: $49.2 million in plan assets across 694 accounts with a balance at the end of plan year 2024.
Who manages the True Capital Partners, Llc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at True Capital Partners, Llc. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.