How big is Timmonscompedge Financial's plan?

Timmonscompedge Financial's plan reported $1.6M in assets and 10 participants for 2024.

Original filing (PDF)20250708111621NAL0003902577002

Timmonscompedge Financial

Name: Timmonscompedge Financial — Timmonscompedge, Form 5500 (2024)
Creator: Timmonscompedge Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Timmonscompedge Financial Retirement Trust

401(k) retirement plan · Timmonscompedge Financial's Timmonscompedge Financial Retirement Trust held $1.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Aleta Mundt signed Timmonscompedge Financial's 2024 Form 5500 as plan administrator.

Aleta Mundt — 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

Timmonscompedge Financial's EIN is 74-3014131.

EIN 74-3014131

Plan number 001

Plan year 2024

ACK ID 20250708111621NAL0003902577002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Timmonscompedge Financial'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 TIMMONSCOMPEDGE FINANCIAL.

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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