How big is TD Group LLC's plan?

TD Group LLC's plan reported $22K in assets and 9 participants for 2023.

Original filing (PDF)20250429094543NAL0000345985001

TD Group LLC

Name: TD Group LLC — TD Group LLC GCF Benefit Plan, Form 5500 (2023)
Creator: TD Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TD Group LLC GCF Benefit Plan

Health & welfare plan · TD Group LLC's TD Group LLC GCF Benefit Plan held $22K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$22K

Net assets (EOY)

$8K

People on this filing

Morgan Law signed TD Group LLC's 2023 Form 5500 as plan administrator.

Morgan Law — 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

TD Group LLC's EIN is 48-1258045.

EIN 48-1258045

Plan number 501

Plan year 2023

ACK ID 20250429094543NAL0000345985001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for TD Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

TD Group LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

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

Plan sponsor

Name

TD GROUP LLC

EIN

all filings

Address

2077 CONVENTION CENTER CONCOURSE · SUITE 240 · ATLANTA, GA · 30337

Phone

(404) 209-1551

Industry

Health Care & Social Assistance

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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