Sponsor portfolio
TFC FINANCIAL MANAGEMENT, INC.
EIN 04-2715788financial servicesLatest filing 2025
Plans
1
Retirement
1
$11.6M assets
Welfare
0
Participants
32
260 FRANKLIN STREET, SUITE 1888 - BOSTON, MA 02110617-210-6700tfcfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TFC FINANCIAL MANAGEMENT, INC. 401(K) PLAN | 401k | $11.6M | 32 | 2025 |
Retirement plans