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Truepoint Inc Cash Balance Plan
Truepoint Wealth Counsel, Cincinnati OH. Employer ID 311306367, plan number 003. Annual reports on file for 2022 to 2025.
Where the money went
- Filed 2022-2025Truepoint Inc Cash Balance Plan, Truepoint Wealth Counsel
- TodayTruepoint Inc Cash Balance 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.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2022 | 63 | — | Filing |
| 2023 | 69 | — | Filing |
| 2024 | 75 | — | Filing |
| 2025 | 43 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.