How big is TDA, Inc.'s plan?

TDA, Inc.'s plan reported $9.2M in assets and 16 participants for 2024.

Original filing (PDF)20260212105321NAL0000043762001

TDA, Inc.

Name: TDA, Inc. — TDA Profit Sharing Plan, Form 5500 (2024)
Creator: TDA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TDA Profit Sharing Plan

Defined-contribution retirement plan · TDA, Inc.'s TDA Profit Sharing Plan held $9.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Robert Moylan signed TDA, Inc.'s 2024 Form 5500 as plan administrator.

Robert Moylan — 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

TDA, Inc.'s EIN is 94-2799130.

EIN 94-2799130

Plan number 002

Plan year 2024

ACK ID 20260212105321NAL0000043762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TDA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TDA, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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 average account balance (89th percentile).

Plan sponsor

Name

TDA, INC.

EIN

all filings

Address

2025 PIONEER COURT · SAN MATEO, CA · 94403

Phone

(650) 343-6333

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-02-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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