OpenERISA

Truepoint Wealth Counsel

Cincinnati, OH, 45242

EIN 31-1306367
Plans
3
Total participants
651
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF003Truepoint INC Cash Balance Plan43
2024Form 5500-SF001Truepoint INC 401(K) Profit Sharing Plan93
2024Form 5500-SF003Truepoint INC Cash Balance Plan75
2023Form 5500-SF001Truepoint INC 401(K) Profit Sharing Plan87
2023Form 5500-SF003Truepoint INC Cash Balance Plan69
2022Form 5500-SF001Truepoint INC 401(K) Profit Sharing Plan80
2022Form 5500-SF003Truepoint INC Cash Balance Plan63
2021Form 5500-SF001Truepoint INC 401(K) Profit Sharing Plan75
2020Form 5500-SF001Truepoint INC 401(K) Profit Sharing Plan66
2020Form 5500-SF002Truepoint INC Defined Benefit Plan0

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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