Truity Partners, LLC

Madison, WI

North Carolina

Registered In

11/15/2023

Incorp. Date

Foreign

Registration Type

Wisconsin

Foreign Jurisdiction

Company Summary

Truity Partners, LLC at 5801 Research Park STE 410, Madison, Wi 53718 lists Joel Buffington and Laura Huggett of Madison, WI as associates.

Overview

Registered In

North Carolina

Incorporation Date

11/15/2023

Company Type

Limited Liability Company

Status

Current-Active

Registration Type

Foreign

Foreign Jurisdiction

Wisconsin

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People

Corporation Service Company Registered Agent	2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
Joel Buffington Manager	5801 RESEARCH PARK BLVD STE 410, MADISON, WI 53718
Laura Huggett Manager	5801 RESEARCH PARK BLVD STE 410, MADISON, WI 53718
Kimberly Herlitzka Manager	5801 RESEARCH PARK BLVD STE 410, MADISON, WI 53718
Irwin Carver Smith Manager	5801 RESEARCH PARK BLVD STE 410, MADISON, WI 53718

Map & Locations

5801 RESEARCH PARK STE 410, MADISON, WI 53718 View Map
2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608 (Mailing) View Map

Financials

Financial Information for Truity Partners, LLC

Form 5500

TRUITY PARTNERS LLC

4807 Innovate Lane, Suite 145, Madison, Wi 53718 (608) 240-2493 EIN:39-1823929 Plan Admin:Lori Galston

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTRUITY PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY56 / 66 Assets BOY/EOY$0 / $9,181,492	2022	TRUITY PARTNERS 401(K) PLAN - Plan #001	56 / 66	$0 / $9,181,492

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:

Truity Partners, LLC Registered in Pennsylvania	Madison, WI	View Report
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Address Match:2626 Glenwood Ave Ste 550 Raleigh, NC

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Address Match:5801 Research Park Madison, WI

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Address Match:2626 Glenwood Ave Raleigh, NC

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Person/City Match:Laura Huggett - Madison, WI

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor