Original filing (PDF)20251010092141NAL0004457923001

TFG MANAGEMENT, INC.

Name: TFG MANAGEMENT, INC. — TFG MANAGEMENT, INC. 401(K) PROFIT-SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: TFG MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

TFG MANAGEMENT, INC. 401(K) PROFIT-SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TFG MANAGEMENT, INC..

Plan sponsor

Name

TFG MANAGEMENT, INC.

EIN

82-5188336all filings

Address

5005 ROCKSIDE ROAD · 5TH FLOOR · INDEPENDENCE, OH · 44131

Phone

(216) 643-6998

Industry

Professional & Technical Servicessee 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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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