How big is Toroso Financial Group, LLC's plan?

Toroso Financial Group, LLC's plan reported $86K in assets and 8 participants for 2024.

Original filing (PDF)20250912131754NAL0003679090002

Toroso Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Toroso Financial Group 401(k) Plan and Trust

401(k) retirement plan · Toroso Financial Group, LLC's Toroso Financial Group 401(k) Plan and Trust held $86K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

People on this filing

Stefany Schade signed Toroso Financial Group, LLC's 2024 Form 5500 as plan administrator.

Stefany Schade — 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

Toroso Financial Group, LLC's EIN is 26-4034046.

EIN 26-4034046

Plan number 001

Plan year 2024

ACK ID 20250912131754NAL0003679090002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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