How big is Terence Froman Inc.'s plan?

Terence Froman Inc.'s plan reported $212K in assets and 41 participants for 2024.

Original filing (PDF)20250408082238NAL0009907667001

Terence Froman Inc.

Name: Terence Froman Inc. — Terence Froman Inc. 401(k), Form 5500 (2024)
Creator: Terence Froman Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Terence Froman Inc. 401(k) Plan

401(k) retirement plan · Terence Froman Inc.'s Terence Froman Inc. 401(k) Plan held $212K in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

Plan identifiers

Terence Froman Inc.'s EIN is 23-2987361.

EIN 23-2987361

Plan number 001

Plan year 2024

ACK ID 20250408082238NAL0009907667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Terence Froman Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Terence Froman Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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