Original filing (PDF)20250911120443NAL0001176242001

TMR MANAGEMENT FL LLC

Name: TMR MANAGEMENT FL LLC — GOLDEN BELL SENIOR LIVING 401(K) PLAN, Form 5500 (2024)
Creator: TMR MANAGEMENT FL LLC

Form 5500

FILING_RECEIVED

GOLDEN BELL SENIOR LIVING 401(K) PLAN

401(k) retirement plan

Signals · 1

29% in single holding

Active participants

137

Accounts w/ balance

165

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

How this plan invests

This plan

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TMR MANAGEMENT FL LLC.

Plan sponsor

Name

TMR MANAGEMENT FL LLC

EIN

30-1316932

Address

1515 NE 26TH STREET · WILTON MANORS, FL · 33304

Phone

(954) 302-4137

Industry

Health Care & Social Assistancesee all

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

2025-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK USA	01-0233346	—	RECORDKEEPER	$3K	—

Investments

13 direct securities· $1.2M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
BlackRock MyWayRet Index 2030 Fund	—	—	—	$344K	28.9%
BlackRock MyWayRet Index 2040 Fund	—	—	—	$215K	18.0%
BlackRock MyWayRet Index 2035 Fund	—	—	—	$138K	11.6%
BlackRock MyWayRet Index 2055 Fund	—	—	—	$131K	11.1%