How big is Techffnance Advisory, LLC's plan?

Techffnance Advisory, LLC's plan reported $3.2M in assets and 3 participants for 2024.

Original filing (PDF)20251012132603NAL0000116387001

Techffnance Advisory, LLC

Name: Techffnance Advisory, LLC — Techfinance Advisory, Form 5500 (2024)
Creator: Techffnance Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Techfinance Advisory, LLC Defined Benefit Pension Plan and Trust

Defined-benefit pension plan · Techffnance Advisory, LLC's Techfinance Advisory, LLC Defined Benefit Pension Plan and Trust held $3.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Julie Y. KIM signed Techffnance Advisory, LLC's 2024 Form 5500 as plan administrator.

Julie Y. KIM — 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

Techffnance Advisory, LLC's EIN is 20-5300293.

EIN 20-5300293

Plan number 002

Plan year 2024

ACK ID 20251012132603NAL0000116387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Techffnance Advisory, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TECHFFNANCE ADVISORY, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score