How big is TMFG, LLC's plan?

TMFG, LLC's plan reported $920K in assets and 3 participants for 2025.

Original filing (PDF)20260506095601NAL0001378291001

TMFG, LLC

Name: TMFG, LLC — TMFG, LLC Cash Balance Plan, Form 5500 (2025)
Creator: TMFG, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TMFG, LLC Cash Balance Plan

Defined-benefit pension plan · TMFG, LLC's TMFG, LLC Cash Balance Plan held $920K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

People on this filing

Anthony Warren signed TMFG, LLC's 2025 Form 5500 as plan administrator.

Anthony Warren — 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

TMFG, LLC's EIN is 83-1087987.

EIN 83-1087987

Plan number 002

Plan year 2025

ACK ID 20260506095601NAL0001378291001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

TMFG, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TMFG, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

TMFG, LLC

EIN

all filings

Address

7700 CONGRESS AVENUE · SUITE 3211 · BOCA RATON, FL · 34873

Phone

(561) 353-3700

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

1B · Flat-dollar DB formula

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

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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