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Truepoint Inc 401(k) Profit Sharing Plan

Truepoint Wealth Counsel, Cincinnati OH. Employer ID 311306367, plan number 001. Annual reports on file for 2009 to 2025.

Where the money went

  1. Filed 2009-2025Truepoint Inc 401(k) Profit Sharing Plan, Truepoint Wealth Counsel
  2. TodayTruepoint Inc 401(k) Profit Sharing Plan still files. That is where to ask.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

People in the plan

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsSeparated, still owedSource
201445—Filing
201548—Filing
201658—Filing
201762—Filing
201869—Filing
201964—Filing
202066—Filing
202183—Filing
202292—Filing
2023104—Filing
2024112—Filing
2025119—Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.