How big is TFO, LLC's plan?

TFO, LLC's plan reported $873K in assets and 3 participants for 2024.

Original filing (PDF)20250703080610NAL0000182851001

TFO, LLC

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

Form 5500-SF

FILING_RECEIVED

TFO, LLC. 401(k) Plan

401(k) retirement plan · TFO, LLC's TFO, LLC. 401(k) Plan held $873K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$873K

Net assets (EOY)

$873K

Plan identifiers

TFO, LLC's EIN is 86-1434674.

EIN 86-1434674

Plan number 001

Plan year 2024

ACK ID 20250703080610NAL0000182851001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TFO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (98th percentile).

Plan sponsor

Name

TFO, LLC

EIN

all filings

Address

1230 VALLEY RESERVE DR. N.W. · KENNESAW, GA · 30152

Phone

(678) 290-3930

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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