Original filing (PDF)20250627131507NAL0005503923003

THOMAS J VARGA JR LLC

Name: THOMAS J VARGA JR LLC — TJV LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: THOMAS J VARGA JR LLC

Form 5500-SF

FILING_RECEIVED

TJV LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS J VARGA JR LLC.

Plan sponsor

Name

THOMAS J VARGA JR LLC

DBA

DBA FINANCIAL ASSOCIATES

EIN

35-2241711

Address

53700 GENERATIONS DR · SOUTH BEND, IN · 46635

Phone

(574) 243-3200

Industry

Finance & Insurancesee 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

2025-06-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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