How big is Thomas Financial Group, LLC's plan?

Thomas Financial Group, LLC's plan reported $1.8M in assets and 2 participants for 2025.

Original filing (PDF)20260417103911NAL0039188658001

Thomas Financial Group, LLC

Name: Thomas Financial Group, LLC — Thomas Financial, LLC, Form 5500 (2025)
Creator: Thomas Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas Financial, LLC Safe Harbor 401(k) Profit Sharing Plan

401(k) retirement plan · Thomas Financial Group, LLC's Thomas Financial, LLC Safe Harbor 401(k) Profit Sharing Plan held $1.8M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Daniel P. Thomas Jr. signed Thomas Financial Group, LLC's 2025 Form 5500 as plan administrator.

Daniel P. Thomas Jr. — 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

Thomas Financial Group, LLC's EIN is 38-3369630.

EIN 38-3369630

Plan number 001

Plan year 2025

ACK ID 20260417103911NAL0039188658001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thomas Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thomas Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS FINANCIAL GROUP, LLC.

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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).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

THOMAS FINANCIAL GROUP, LLC

EIN

all filings

Address

901 TOWER DRIVE, SUITE 180 · TROY, MI · 480982805

Phone

(248) 828-2800

Industry

Finance & Insurance

Plan administrator