How big is TLM Enterprises' plan?

TLM Enterprises' plan reported $1.1M in assets and 2 participants for 2023.

Original filing (PDF)20241005093651NAL0022714976001

TLM Enterprises

Name: TLM Enterprises — TLM ENT. Retirement Plan, Form 5500 (2023)
Creator: TLM Enterprises
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TLM ENT. Retirement Plan

Defined-contribution retirement plan · TLM Enterprises' TLM ENT. Retirement Plan held $1.1M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Timothy Macdonald signed TLM Enterprises' 2023 Form 5500 as plan administrator.

Timothy Macdonald — 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

TLM Enterprises' EIN is 27-1911078.

EIN 27-1911078

Plan number 001

Plan year 2023

ACK ID 20241005093651NAL0022714976001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for TLM Enterprises from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

TLM Enterprises' plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TLM ENTERPRISES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

TLM ENTERPRISES

EIN

all filings

Address

421 NEWLANDERS COVE RD · PENN YAN, NY · 145279610

Phone

(315) 521-4047

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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