How big is TFWM, LLC's plan?

TFWM, LLC's plan reported $3.2M in assets and 16 participants for 2025.

Original filing (PDF)20260518092641NAL0011294225001

TFWM, LLC

Name: TFWM, LLC — TFWM 401(k) Plan, Form 5500 (2025)
Creator: TFWM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TFWM 401(k) Plan

401(k) retirement plan · TFWM, LLC's TFWM 401(k) Plan held $3.2M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Clay Brinson signed TFWM, LLC's 2025 Form 5500 as plan administrator.

Clay Brinson — 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

TFWM, LLC's EIN is 92-0432264.

EIN 92-0432264

Plan number 001

Plan year 2025

ACK ID 20260518092641NAL0011294225001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TFWM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TFWM, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TFWM, LLC

EIN

all filings

Address

3438 PEACHTREE ROAD NE, SUITE 1200 · ATLANTA, GA · 30326

Phone

(404) 846-3085

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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