Original filing (PDF)20240712071340NAL0019447985001

TRF HOLDINGS, INC.

Name: TRF HOLDINGS, INC. — FISHMAN & TOBIN, INC. AND RELATED COMPANIES PROFIT-SHARING PLAN, Form 5500 (2023)
Creator: TRF HOLDINGS, INC.

Form 5500-SF

FILING_RECEIVED

FISHMAN & TOBIN, INC. AND RELATED COMPANIES PROFIT-SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRF HOLDINGS, INC..

Plan sponsor

Name

TRF HOLDINGS, INC.

EIN

23-1306344

Address

1 FAYETTE ST · SUITE 465 · CONSHOHOCKEN, PA · 19428

Phone

(610) 234-0324

Industry

Manufacturingsee all

Plan administrator

Name

ADMIN. COMMITTEE OF FISHMAN & TOBIN INC. RELATED COMPANIES PS PLAN

EIN

23-2279579

City

CONSHOHOCKEN, PA

Phone

(610) 234-0324

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-02

Filed

2024-07-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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