Original filing (PDF)20230705110654NAL0014292753001

THE TICHIO FINANCIAL GROUP PLAN

Name: THE TICHIO FINANCIAL GROUP PLAN — TFG RETIREMENT PLAN, Form 5500 (2022)
Creator: THE TICHIO FINANCIAL GROUP PLAN

Form 5500-SF

FILING_RECEIVED

TFG RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

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

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 TICHIO FINANCIAL GROUP PLAN.

Plan sponsor

Name

THE TICHIO FINANCIAL GROUP PLAN

EIN

27-3256369all filings

Address

1033 RIVER ROAD · NEW MILFORD, NJ · 07646

Phone

(201) 297-1600

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JASON THOMAS LAMONT INSURANCE AGENCY

JASON THOMAS LAMONT INSURANCE AGENCY 401K PLAN

$10K · 4 participants

JANE CHROSTOWSKI INC

JANE CHROSTOWSKI INC 401(K) PROFIT SHARING PLAN & TRUST

$10K · 3 participants

E SABRINA REED AGENCY

E SABRINA REED AGENCY 401(K) PLAN

$10K · 2 participants

PAUL MCMURRY INSURANCE AGENCY

PAUL MCMURRY INSURANCE AGENCY 401(K) PLAN

$10K · 4 participants

MCCAFFREY INSURANCE AGENCY

MCCAFFREY INSURANCE AGENCY SOCA BENEFIT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.