True North Management, Llc 401(k) Plan: Login, Facts & Contact Information

True North Management, Llc 401(k) Plan Facts

Plan name
TRUENORTH 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TRUE NORTH MANAGEMENT, LLC
Participants
455 (928 active employees)
Former employees with a balance
90
Plan assets
$30,140,569 at Dec 31, 2024
Average account balance
$61,137 across 493 accounts
Employer contributions
$1,752,028 in plan year 2024 (52% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1976
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.38 million went into the plan in contributions, $1.75 million of it from the employer (52%).
  • $4.90 million was paid out to participants.
  • Investment and other income added $2.66 million.
  • Administrative expenses were $119,237, about $242 per account.

How the True North Management, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019857$22.1 million$1.07 million$2.98 million
2020869$25.1 million$1.18 million$3.76 million
20211,004$28.2 million$1.31 million$2.19 million
20221,146$25.3 million$1.55 million$1.55 million
20231,092$29.1 million$1.65 million$3.05 million
2024455$30.1 million$1.75 million$4.90 million

True North Management, Llc 401(k) Contact Information

Phone
440-792-4200
Mailing address
10346 BRECKSVILLE ROAD, BRECKSVILLE OH 44141
Plan sponsor
TRUE NORTH MANAGEMENT, LLC
Employer identification number (EIN)
34-1900634
Plan number
001

Questions about the True North Management, Llc 401(k)

Does True North Management, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.75 million, 52% of all contributions.

Does the True North Management, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the True North Management, Llc 401(k) plan?

455 participants at the start of plan year 2024, 928 of them active employees, and 90 former employees who still had money in the plan.

What is the average 401(k) balance at True North Management, Llc?

About $61,137 per account: $30.1 million in plan assets across 493 accounts with a balance at the end of plan year 2024.

Who manages the True North Management, Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at True North Management, Llc. How do I access my 401(k)?

Your account stays with Empower 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.

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