How big is TSMF LLC DBA Custom Wealth Planners' plan?

TSMF LLC DBA Custom Wealth Planners' plan reported $177K in assets and 2 participants for 2024.

Original filing (PDF)20250707192910NAL0003462481001

TSMF LLC DBA Custom Wealth Planners

Name: TSMF LLC DBA Custom Wealth Planners — TSMF LLC DBA, Form 5500 (2024)
Creator: TSMF LLC DBA Custom Wealth Planners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TSMF LLC DBA Custom Wealth Planners 401(k) Plan

401(k) retirement plan · TSMF LLC DBA Custom Wealth Planners' TSMF LLC DBA Custom Wealth Planners 401(k) Plan held $177K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

Plan identifiers

TSMF LLC DBA Custom Wealth Planners' EIN is 88-1232955.

EIN 88-1232955

Plan number 001

Plan year 2024

ACK ID 20250707192910NAL0003462481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TSMF LLC DBA Custom Wealth Planners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TSMF LLC DBA Custom Wealth Planners' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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