Original filing (PDF)20251013150750NAL0003308162001

Tax Management Services DBA TMS Financial

Name: Tax Management Services DBA TMS Financial — Form 5500 Plan 001 (2024)
Creator: Tax Management Services DBA TMS Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Management Services DBA TMS Financial 401(k) Plan

401(k) retirement plan · Tax Management Services DBA TMS Financial's Tax Management Services DBA TMS Financial 401(k) Plan held $2.6M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 TAX MANAGEMENT SERVICES DBA TMS FINANCIAL.

Plan sponsor

Name

TAX MANAGEMENT SERVICES DBA TMS FINANCIAL

EIN

39-1739847all filings

Address

566 REDBIRD CIRCLE · DE PERE, WI · 541158796

Phone

(920) 632-4375

Industry

Professional & Technical Services

Plan administrator