How big is Todd Asset Management's plan?

Todd Asset Management's plan reported $18K in assets and 17 participants for 2024.

Original filing (PDF)20251229133142NAL0017745473001

Todd Asset Management

Name: Todd Asset Management — Todd Asset Management CBS, Form 5500 (2024)
Creator: Todd Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Todd Asset Management CBS Benefit Plan

Health & welfare plan · Todd Asset Management's Todd Asset Management CBS Benefit Plan held $18K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18K

Net assets (EOY)

$6K

People on this filing

Joseph HSU signed Todd Asset Management's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Todd Asset Management's EIN is 61-1350302.

EIN 61-1350302

Plan number 501

Plan year 2024

ACK ID 20251229133142NAL0017745473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Todd Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Todd Asset Management'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 TODD ASSET MANAGEMENT.

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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