How big is TFS, Ltd.'s plan?

TFS, Ltd.'s plan reported $8.6M in assets and 133 participants for 2024.

Original filing (PDF)20251007134645NAL0002513875001

TFS, Ltd.

Name: TFS, Ltd. — TFS, Ltd. 401(k) Plan, Form 5500 (2024)
Creator: TFS, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TFS, Ltd. 401(k) Plan

401(k) retirement plan · TFS, Ltd.'s TFS, Ltd. 401(k) Plan held $8.6M in plan assets for 133 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

No auditor on file100% in single holdingHigh average account balance

Active participants

133

Accounts w/ balance

107

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Cortney Heitkamp signed TFS, Ltd.'s 2024 Form 5500 as plan administrator.

Cortney Heitkamp — 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

TFS, Ltd.'s EIN is 35-2222036.

EIN 35-2222036

Plan number 001

Plan year 2024

ACK ID 20251007134645NAL0002513875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TFS, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TFS, Ltd.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Helping the score

Below-peer total plan cost (92nd percentile).
High average account balance (97th percentile).

Plan sponsor

Name

TFS, LTD.

EIN

all filings

Address

3292 LEVIS COMMONS BLVD · PERRYSBURG, OH · 43551

Phone

(866) 451-2085

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Investments

1 direct security· $8.2M(96% of reported assets)

PI						% of plan
	[Assets held in registered investment companies (mutual funds)]	Other	—	—	$8.2M	96.2%

1–1 of 1

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