Elizabeth Matthews Posted April 11, 2024 Posted April 11, 2024 Instructions for 5500-SF say 'Have 100% of its assets invested in certain secure investments with a readily determinable fair value...'. I have a client who has an investment in https://truelinecapital.com/. We get statements showing the value is unchanged and all interest payments are deposited to another plan account. I'm wondering if I should be using the long form given the nature of this investment. Any thoughts?
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