How big is Tolmiros Financial Designs' plan?

Tolmiros Financial Designs' plan reported $241K in assets and 9 participants for 2024.

Original filing (PDF)20251011082219NAL0014192080001

Tolmiros Financial Designs

Name: Tolmiros Financial Designs — Tolmiros Financial, Form 5500 (2024)
Creator: Tolmiros Financial Designs
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tolmiros Financial Designs 401(k) Plan

401(k) retirement plan · Tolmiros Financial Designs' Tolmiros Financial Designs 401(k) Plan held $241K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

Charles Durkot, E.A. signed Tolmiros Financial Designs' 2024 Form 5500 as plan administrator.

Charles Durkot, E.A. — 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

Tolmiros Financial Designs' EIN is 92-1832539.

EIN 92-1832539

Plan number 001

Plan year 2024

ACK ID 20251011082219NAL0014192080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tolmiros Financial Designs from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tolmiros Financial Designs' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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