How big is Teamwork Financial Advisors, LLC's plan?

Teamwork Financial Advisors, LLC's plan reported $1.3M in assets and 15 participants for 2024.

Original filing (PDF)20251013110501NAL0000522563001

Teamwork Financial Advisors, LLC

Name: Teamwork Financial Advisors, LLC — Teamwork Financia, Form 5500 (2024)
Creator: Teamwork Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Teamwork Financial Cash Balance Plan

Defined-benefit pension plan · Teamwork Financial Advisors, LLC's Teamwork Financial Cash Balance Plan held $1.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

John Galatas for TRPC signed Teamwork Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

John Galatas for TRPC — 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

Teamwork Financial Advisors, LLC's EIN is 90-0884395.

EIN 90-0884395

Plan number 002

Plan year 2024

ACK ID 20251013110501NAL0000522563001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Teamwork Financial Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score