How big is Topaz Financial Services, LLC's plan?

Topaz Financial Services, LLC's plan reported $347K in assets and 34 participants for 2025.

Original filing (PDF)20260311101459NAL0005190400001

Topaz Financial Services, LLC

Name: Topaz Financial Services, LLC — Topaz Financial, Form 5500 (2025)
Creator: Topaz Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Topaz Financial Services 401(k) Plan

401(k) retirement plan · Topaz Financial Services, LLC's Topaz Financial Services 401(k) Plan held $347K in plan assets for 34 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

People on this filing

Moshe Kelman signed Topaz Financial Services, LLC's 2025 Form 5500 as plan administrator.

Moshe Kelman — 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

Topaz Financial Services, LLC's EIN is 83-1213269.

EIN 83-1213269

Plan number 001

Plan year 2025

ACK ID 20260311101459NAL0005190400001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Topaz Financial Services, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOPAZ FINANCIAL SERVICES, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off