Original filing (PDF)20251010113121NAL0012460240001

THOMAS & THOMAS FINANCIAL MGMT SERVICES

Name: THOMAS & THOMAS FINANCIAL MGMT SERVICES — THOMAS & THOMAS FINANCIAL MGMT SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: THOMAS & THOMAS FINANCIAL MGMT SERVICES

Form 5500-SF

FILING_RECEIVED

THOMAS & THOMAS FINANCIAL MGMT SERVICES 401(K) PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$582K

Net assets (EOY)

$582K

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).

Decision-maker contacts

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

Plan sponsor

Name

THOMAS & THOMAS FINANCIAL MGMT SERVICES

EIN

88-2973788all filings

Address

1500 BRANDY CIRCLE · SULPHUR SPRINGS, TX · 75482

Phone

(903) 217-3855

Industry

Professional & Technical Servicessee all

Plan administrator