Truepoint Wealth Counsel 401(k), pension plans
3 retirement plans filed by Truepoint Wealth Counsel from 2009 to 2025: 2 still file and 1 ended.
Worked at Truepoint Wealth Counsel?
Enter your years. We show which plan covered you, where its money went, who to call, and draft a free letter to the plan. No Social Security number.
Its plans
Truepoint Inc 401(k) Profit Sharing Plan
401(k) · filed 2009 to 2025 · up to 119 people · employer ID 31-1306367, plan 001
Still files every year.
Truepoint Inc Cash Balance Plan
Pension · filed 2022 to 2025 · up to 75 people · employer ID 31-1306367, plan 003
Still files every year.
Truepoint Inc Defined Benefit Plan
Pension · filed 2010 to 2020 · up to 61 people · employer ID 31-1306367, plan 002
Filed its final report for 2020.
Questions
Can money still be in an old Truepoint Wealth Counsel plan that ended?
Yes. A plan that ends must pay out or move every account, but people who moved or never answered can be missed. The plan's last company, an IRA provider it used, PBGC or your state's unclaimed property office may hold it. The free search shows which, for your years.
What kinds of retirement plans did Truepoint Wealth Counsel have?
Its filings show 401(k) and pension plans, filed 2009 to 2025.
Sources: 32 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2025; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 31-1306367. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Truepoint Wealth Counsel or the government.