How big is Tarkenton Financial, LLC's plan?

Tarkenton Financial, LLC's plan reported $5.2M in assets and 60 participants for 2024.

Original filing (PDF)20250826140658NAL0008572561001

Tarkenton Financial, LLC

Name: Tarkenton Financial, LLC — Tarkenton Financial, Form 5500 (2024)
Creator: Tarkenton Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tarkenton Financial 401(k) Plan

401(k) retirement plan · Tarkenton Financial, LLC's Tarkenton Financial 401(k) Plan held $5.2M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Jennifer Sikes signed Tarkenton Financial, LLC's 2024 Form 5500 as plan administrator.

Jennifer Sikes — 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

Tarkenton Financial, LLC's EIN is 42-1573599.

EIN 42-1573599

Plan number 001

Plan year 2024

ACK ID 20250826140658NAL0008572561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tarkenton Financial, 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 TARKENTON FINANCIAL, 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