How big is Thoroughbred Financial Services, LLC's plan?

Thoroughbred Financial Services, LLC's plan reported $16.7M in assets and 34 participants for 2025.

Original filing (PDF)20260219121813NAL0010643746001

Thoroughbred Financial Services, LLC

Name: Thoroughbred Financial Services, LLC — Thoroughbred, Form 5500 (2025)
Creator: Thoroughbred Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thoroughbred Financial Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Thoroughbred Financial Services, LLC's Thoroughbred Financial Services, LLC 401(k) Profit Sharing Plan held $16.7M in plan assets for 34 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

People on this filing

Jack Herndon signed Thoroughbred Financial Services, LLC's 2025 Form 5500 as plan administrator.

Jack Herndon — 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

Thoroughbred Financial Services, LLC's EIN is 62-1784717.

EIN 62-1784717

Plan number 001

Plan year 2025

ACK ID 20260219121813NAL0010643746001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thoroughbred Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thoroughbred Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOROUGHBRED FINANCIAL SERVICES, 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