True Value Company 401(k) Plan: Login, Facts & Contact Information

True Value Company 401(k) Plan Facts

Plan name
TRUE VALUE COMPANY, L.L.C. SAVINGS AND COMPENSATION DEFERRAL PLAN
Plan type
401(k) with employer contributions
Plan sponsor
TRUE VALUE COMPANY
Participants
3,191 (1,666 active employees)
Former employees with a balance
1,176
Plan assets
$223,126,648 at Dec 31, 2024
Average account balance
$80,117 across 2,785 accounts
Employer contributions
$7 in plan year 2024
Recordkeeper
Fidelity Investments Institutional
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 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.6 million went into the plan in contributions, $7 of it from the employer (0%).
  • $46.3 million was paid out to participants.
  • Investment and other income added $30.4 million.
  • Administrative expenses were $233,337, about $84 per account.

How the True Value Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,870$239.4 million$6.36 million$23.9 million
20203,035$249.9 million$5.44 million$38.8 million
20213,257$267.5 million$5.17 million$38.1 million
20223,276$204.9 million$5.35 million$37.9 million
20233,297$228.7 million$5.15 million$29.2 million
20243,191$223.1 million$7$46.3 million

True Value Company 401(k) Contact Information

Phone
773-695-5483
Mailing address
8600 WEST BRYN MAWR AVENUE, CHICAGO IL 606313505
Plan sponsor
TRUE VALUE COMPANY
Employer identification number (EIN)
36-2099896
Plan number
001

Questions about the True Value Company 401(k)

Does True Value Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7, 0% of all contributions.

Does the True Value Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the True Value Company 401(k) plan?

3,191 participants at the start of plan year 2024, 1,666 of them active employees, and 1,176 former employees who still had money in the plan.

What is the average 401(k) balance at True Value Company?

About $80,117 per account: $223.1 million in plan assets across 2,785 accounts with a balance at the end of plan year 2024.

Who manages the True Value Company 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at True Value Company. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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