· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TMF FUND SERVICES NORTH AMERICA LLC — TMF FUND SERVICES NORTH AMERICA LLC 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231011144028NAL0060522882002
TMF FUND SERVICES NORTH AMERICA LLC
Form 5500-SF
FILING_RECEIVED
TMF FUND SERVICES NORTH AMERICA LLC 401(K) PLAN
401(k) retirement plan
Active participants
74
Accounts w/ balance
102
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TMF FUND SERVICES NORTH AMERICA LLC
.
Find decision makers
Plan sponsor
Name
TMF FUND SERVICES NORTH AMERICA LLC
EIN
84-3768832
Address
790 SE CARY PARKWAY, SUITE 204 · CARY, NC · 27511
Phone
(919) 459-4652
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
PINNACLE PENSION SERVICES, INC.
PINNACLE PENSION SERVICES, INC. PROFIT SHARING 401(K) PLAN
$4.6M · 7 participants
ACCOUNTANTS GROUP, INC.
ACCOUNTANTS GROUP, INC. 401(K) PLAN AND TRUST
$4.6M · 7 participants
PENSION ASSOCIATES RETIREMENT PLANNING LLC
PENSION ASSOCIATES RETIREMENT PLAN
$4.6M · 45 participants
ECONOSERVE SOLUTIONS LLC DBA UNISLINK
UNISLINK 401(K) PLAN
$4.5M · 167 participants
FRANFUND, INC.
FRANFUND, INC. CASH BALANCE PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.5M · 33 participants
CI SPORT, INC.
CI SPORT, INC. 401(K) PLAN
$4.6M · 206 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
