How big is TFP True Financial Partners, LLC's plan?

TFP True Financial Partners, LLC's plan reported $516K in assets and 4 participants for 2024.

Original filing (PDF)20250717152214NAL0000268835001

TFP True Financial Partners, LLC

Name: TFP True Financial Partners, LLC — TFP True Financia, Form 5500 (2024)
Creator: TFP True Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TFP True Financial Partners, LLC 401(k) Retirement Plan

401(k) retirement plan · TFP True Financial Partners, LLC's TFP True Financial Partners, LLC 401(k) Retirement Plan held $516K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$516K

Net assets (EOY)

$516K

Plan identifiers

TFP True Financial Partners, LLC's EIN is 84-3724597.

EIN 84-3724597

Plan number 001

Plan year 2024

ACK ID 20250717152214NAL0000268835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TFP True Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TFP True Financial Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TFP TRUE FINANCIAL PARTNERS, 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

Helping the score