How big is Tiona Financial Services, LLC's plan?

Tiona Financial Services, LLC's plan reported $578K in assets and 2 participants for 2024.

Original filing (PDF)20250630130722NAL0011187761006

Tiona Financial Services, LLC

Name: Tiona Financial Services, LLC — Tiona Financial, Form 5500 (2024)
Creator: Tiona Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tiona Financial Services, LLC Retirement Trust

401(k) retirement plan · Tiona Financial Services, LLC's Tiona Financial Services, LLC Retirement Trust held $578K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$578K

Net assets (EOY)

$578K

People on this filing

Jeffrey Tiona signed Tiona Financial Services, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Tiona — 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

Tiona Financial Services, LLC's EIN is 20-2084596.

EIN 20-2084596

Plan number 001

Plan year 2024

ACK ID 20250630130722NAL0011187761006

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tiona Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tiona Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score