How big is TD Consulting Group, PC's plan?

TD Consulting Group, PC's plan reported $2.8M in assets and 9 participants for 2024.

Original filing (PDF)20250618114207NAL0001373635001

TD Consulting Group, PC

Name: TD Consulting Group, PC — TD Consulting Group, PC, Form 5500 (2024)
Creator: TD Consulting Group, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TD Consulting Group, PC Retirement Plan

401(k) retirement plan · TD Consulting Group, PC's TD Consulting Group, PC Retirement Plan held $2.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Rob Pitts signed TD Consulting Group, PC's 2024 Form 5500 as plan administrator.

Rob Pitts — 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

TD Consulting Group, PC's EIN is 93-1162204.

EIN 93-1162204

Plan number 001

Plan year 2024

ACK ID 20250618114207NAL0001373635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TD Consulting Group, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TD Consulting Group, PC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TD CONSULTING GROUP, PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

TD CONSULTING GROUP, PC

EIN

all filings

Address

6400 SE LAKE ROAD, SUITE 400 · MILWAUKIE, OR · 97222

Phone

(503) 786-7320

Industry

CPA Offices· Professional & Technical Services

Plan administrator