How big is Thompson Dorfman Partners, LLC's plan?

Thompson Dorfman Partners, LLC's plan reported $201K in assets and 2 participants for 2024.

Original filing (PDF)20251013225138NAL0000973667001

Thompson Dorfman Partners, LLC

Name: Thompson Dorfman Partners, LLC — Thompson Dorfman, Form 5500 (2024)
Creator: Thompson Dorfman Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thompson Dorfman Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Thompson Dorfman Partners, LLC's Thompson Dorfman Partners, LLC 401(k) Profit Sharing Plan held $201K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$201K

Net assets (EOY)

$201K

Plan identifiers

Thompson Dorfman Partners, LLC's EIN is 94-3337554.

EIN 94-3337554

Plan number 001

Plan year 2024

ACK ID 20251013225138NAL0000973667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thompson Dorfman Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thompson Dorfman Partners, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMPSON DORFMAN PARTNERS, 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

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 (96th percentile).

Plan sponsor

Name

THOMPSON DORFMAN PARTNERS, LLC

EIN

all filings

Address

39 FORREST STREET, SUITE 201 · MILL VALLEY, CA · 94941

Phone

(415) 381-3001

Industry

Real Estate

Plan administrator