Original filing (PDF)20240729153230NAL0030142928001

TDM WEALTH MANAGEMENT 401K PLAN

Name: TDM WEALTH MANAGEMENT 401K PLAN — Form 5500 (2023)
Creator: TDM WEALTH MANAGEMENT 401K PLAN

Form 5500-SF

FILING_RECEIVED

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TDM WEALTH MANAGEMENT 401K PLAN.

Plan sponsor

Name

TDM WEALTH MANAGEMENT 401K PLAN

DBA

TDM WEALTH MANAGEMENT 401K PLAN

EIN

46-3366744all filings

Address

522 VILLA DR · SEABROOK, TX · 775863034

Phone

(713) 973-2098

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-29

Pension benefit codes

1A · Pay-related DB formula

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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