How big is TFA Capital Partners' plan?

TFA Capital Partners' plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250626111026NAL0020701202001

TFA Capital Partners

Name: TFA Capital Partners — TFA Capital Partners 401(k), Form 5500 (2024)
Creator: TFA Capital Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TFA Capital Partners 401(k) Plan

401(k) retirement plan · TFA Capital Partners' TFA Capital Partners 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

M David Howard signed TFA Capital Partners' 2024 Form 5500 as plan administrator.

M David Howard — 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

TFA Capital Partners' EIN is 26-4530949.

EIN 26-4530949

Plan number 001

Plan year 2024

ACK ID 20250626111026NAL0020701202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TFA Capital Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TFA Capital Partners' 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 TFA CAPITAL PARTNERS.

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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