TFO WEALTH
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
10
Active participants
5,251
Total plan assets
$426.8M
Filings (rows)
10
Direct comp
$549K
Indirect comp
$4K
Aggregating 2 name variants under "TFO WEALTH"
SERVICES PROVIDED
Advisor / Consultant10
Top plans served
All 10 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BENTELER AUTOMOTIVE CORPORATION BENTELER AUTOMOTIVE CORPORATION SAVINGS/ RETIREMENT PLAN | AUBURN HILLS, MI | Advisor / Consultant INVESTMENT ADVISORY | 1,360 | $165.2M | $102K |
| NEAPCO HOLDINGS, LLC NEAPCO HOLDINGS, LLC 401(K) RETIREMENT SAVINGS PLAN | FARMINGTON HILLS, MI | Advisor / Consultant ADVISOR | 1,055 | $81.8M | $84K |
| KALMBACH FEEDS, INC. KALMBACH FEEDS, INC. 401(K) PLAN | UPPER SANDUSKY, OH | Advisor / Consultant ADVISOR | 871 | $59.4M | $56K |
| KAPNICK AND COMPANY, INC. DBA KAPNICK INSURANCE GROUP KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST | ADRIAN, MI | Advisor / Consultant ADVISOR | 222 | $41.2M | $103K |
| TRONAIR, INC. TRONAIR, INC. 401(K) RETIREMENT PLAN | SWANTON, OH | Advisor / Consultant ADVISOR | 337 | $19.3M | $66K |
| CMC GROUP, INC. CMC GROUP, INC. RETIREMENT SAVINGS PLAN | BOWLING GREEN, OH | Advisor / Consultant ADVISOR | 192 | $15.5M | $34K |
| ICE INDUSTRIES, INC. ICE INDUSTRIES 401(K) PLAN | SYLVANIA, OH | Advisor / Consultant ADVISOR | 364 | $14.3M | $57K |
| CMC GROUP, INC. CMC GROUP, INC. RETIREMENT SAVINGS PLAN | BOWLING GREEN, OH | Advisor / Consultant ADVISOR | 160 | $12.9M | $29K |
| BENTELER AUTOMOTIVE CORPORATION BENTELER AUTOMOTIVE CORPORATION HOLLAND UNION SAVINGS/RETIREMENT PLAN | AUBURN HILLS, MI | Advisor / Consultant INVESTMENT ADVISORY | 272 | $12.6M | $6K |
| MRD APARTMENTS, LLC MRD APARTMENTS, LLC 401(K) | EAST LANSING, MI | Advisor / Consultant ADVISOR | 418 | $4.6M | $11K |