How big is Thomas Advisory Group's plan?

Thomas Advisory Group's plan reported $1.2M in assets and 11 participants for 2024.

Original filing (PDF)20250717124234NAL0000132051001

Thomas Advisory Group

Name: Thomas Advisory Group — Thomas Advisory Group 401(k), Form 5500 (2024)
Creator: Thomas Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas Advisory Group 401(k) Profit Sharing Plan

401(k) retirement plan · Thomas Advisory Group's Thomas Advisory Group 401(k) Profit Sharing Plan held $1.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Thomas Advisory Group's EIN is 86-3138874.

EIN 86-3138874

Plan number 001

Plan year 2024

ACK ID 20250717124234NAL0000132051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas Advisory Group's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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