How big is TL Financial Group's plan?

TL Financial Group's plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20250717153241NAL0000287475001

TL Financial Group

Name: TL Financial Group — TL Financial Group 401(k) Plan, Form 5500 (2024)
Creator: TL Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TL Financial Group 401(k) Plan

401(k) retirement plan · TL Financial Group's TL Financial Group 401(k) Plan held $1.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kelly Durante signed TL Financial Group's 2024 Form 5500 as plan administrator.

Kelly Durante — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TL Financial Group's EIN is 20-0861898.

EIN 20-0861898

Plan number 001

Plan year 2024

ACK ID 20250717153241NAL0000287475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TL Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TL Financial Group's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TL FINANCIAL GROUP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off