How big is TM3 Wealth's plan?

TM3 Wealth's plan reported $327K in assets and 2 participants for 2025.

Original filing (PDF)20260504152405NAL0000005664001

TM3 Wealth

Name: TM3 Wealth — TM3 Wealth 401(k) Plan, Form 5500 (2025)
Creator: TM3 Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TM3 Wealth 401(k) Plan

401(k) retirement plan · TM3 Wealth's TM3 Wealth 401(k) Plan held $327K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

People on this filing

Nick Taylor signed TM3 Wealth's 2025 Form 5500 as plan administrator.

Nick Taylor — 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

TM3 Wealth's EIN is 85-2926226.

EIN 85-2926226

Plan number 001

Plan year 2025

ACK ID 20260504152405NAL0000005664001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TM3 Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

TM3 Wealth's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TM3 WEALTH.

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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 average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

TM3 WEALTH

EIN

all filings

Address

150 SOUTH 5TH STREET · SUITE 2858 · MINNEAPOLIS, MN · 55402

Phone

(612) 354-2398

Industry

Finance & Insurance

Plan administrator