How big is TDM Wealth Management 401(k) Plan's plan?

TDM Wealth Management 401(k) Plan's plan reported $538K in assets and 1 participants for 2023.

Original filing (PDF)20240729153230NAL0030142928001

TDM Wealth Management 401(k) Plan

Name: TDM Wealth Management 401(k) Plan — Form 5500 (2023)
Creator: TDM Wealth Management 401(k) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-benefit pension plan · TDM Wealth Management 401(k) Plan held $538K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

People on this filing

Teresa Morris signed TDM Wealth Management 401(k) Plan's 2023 Form 5500 as plan administrator.

Teresa Morris — 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

TDM Wealth Management 401(k) Plan's EIN is 46-3366744.

EIN 46-3366744

Plan number 001

Plan year 2023

ACK ID 20240729153230NAL0030142928001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for TDM Wealth Management 401(k) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

TDM Wealth Management 401(k) Plan's plan includes a defined-benefit pension formula, profit-sharing, a self-directed brokerage window.

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.

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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 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