How big is Topfolio, LLC's plan?

Topfolio, LLC's plan reported $110K in assets and 6 participants for 2024.

Original filing (PDF)20250515144242NAL0013494035001

Topfolio, LLC

Name: Topfolio, LLC — Topfolio LLC 401(k) Plan, Form 5500 (2024)
Creator: Topfolio, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Topfolio LLC 401(k) Plan

401(k) retirement plan · Topfolio, LLC's Topfolio LLC 401(k) Plan held $110K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

Plan identifiers

Topfolio, LLC's EIN is 84-4111135.

EIN 84-4111135

Plan number 001

Plan year 2024

ACK ID 20250515144242NAL0013494035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Topfolio, LLC's plan includes a default investment (QDIA), 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 TOPFOLIO, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

TOPFOLIO, LLC

EIN

all filings

Address

331 NEWMAN SPRINGS ROAD · SUITE 110 · RED BANK, NJ · 07701

Phone

(857) 449-0411

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator