How big is Tenant Advisory Group, LLC's plan?

Tenant Advisory Group, LLC's plan reported $547K in assets and 3 participants for 2025.

Original filing (PDF)20260127100317NAL0003754048001

Tenant Advisory Group, LLC

Name: Tenant Advisory Group, LLC — Tenant Advisory Group, Form 5500 (2025)
Creator: Tenant Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tenant Advisory Group LLC 401(k)/PSP

401(k) retirement plan · Tenant Advisory Group, LLC's Tenant Advisory Group LLC 401(k)/PSP held $547K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

People on this filing

Diana Himmelstein signed Tenant Advisory Group, LLC's 2025 Form 5500 as plan administrator.

Diana Himmelstein — 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

Tenant Advisory Group, LLC's EIN is 77-0657959.

EIN 77-0657959

Plan number 001

Plan year 2025

ACK ID 20260127100317NAL0003754048001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tenant Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tenant Advisory Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off