· 2022–2024 · DOL EFAST2

The Tokarz Group, LLC — The Tokarz Group, LLC, Form 5500 (2024)

Original filing (PDF)20251205121100NAL0007164530001

The Tokarz Group, LLC

Form 5500-SF

FILING_RECEIVED

The Tokarz Group, LLC Employee Savings Trust

401(k) retirement plan · The Tokarz Group, LLC's The Tokarz Group, LLC Employee Savings Trust held $2.0M in plan assets for 13 participants in 2024.

Signals · 1

Late filing · 0.6 mo

Active participants

13

Accounts w/ balance

9

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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

98

Total plan cost

n/a

Plan health

55

Vendor & structure

100

Knocking points off

Filed 0.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE TOKARZ GROUP, LLC.

Plan sponsor

Name

THE TOKARZ GROUP, LLC

EIN

27-1615739all filings

Address

315 MADISON AVE. 3RD FL. · NEW YORK, NY · 10017

Phone

(646) 979-3656

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

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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