Original filing (PDF)20250701113709NAL0006983539001

TOPFER FAMILY FOUNDATION

Name: TOPFER FAMILY FOUNDATION — TOPFER FAMILY FOUNDATION 401(K) PSP AND TRUST, Form 5500 (2024)
Creator: TOPFER FAMILY FOUNDATION

Form 5500-SF

FILING_RECEIVED

TOPFER FAMILY FOUNDATION 401(K) PSP AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOPFER FAMILY FOUNDATION.

Plan sponsor

Name

TOPFER FAMILY FOUNDATION

EIN

74-2961304

Address

3600 N. CAPITAL OF TEXAS HWY · SUITE B310 · AUSTIN, TX · 78746

Phone

(512) 329-6600

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

HUFFCO GROUP, INC.

HUFFCO GROUP, INC EMPLOYEES 401(K) SAVINGS PLAN

$1.1M · 2 participants

BENTLEY PRICE ASSOCIATES, INC.

BENTLEY PRICE ASSOCIATES, INC. 401(K) PLAN

$1.1M · 6 participants

INTERNATIONAL CITIZEN DIPLOMACY OF LOS ANGELES

INTERNATIONAL CITIZEN DIPLOMACY OF LOS ANGELES 403(B) PLAN

$1.1M · 6 participants

INTERNATIONAL TEACHER EXCHANGE SERVICES, LLC

INTERNATIONAL TEACHER EXCHANGE SERVICES, LLC CASH BALANCE PLAN

$1.1M · 2 participants

LEASECAKE, INC.