Sponsor portfolio
THOMAS FINANCIAL GROUP, INC.
EIN 59-2129831Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
Participants
48
5500 WEST EXECUTIVE DRIVE, SUITE 500 - TAMPA, FL 33609813-273-9416
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THOMAS FINANCIAL GROUP, INC. PROFIT SHARING PLAN
401k
Assets$2.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
THOMAS FINANCIAL GROUP, INC. PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THOMAS FINANCIAL GROUP, INC. PROFIT SHARING PLAN | 401k | $2.2M | 24 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | THOMAS FINANCIAL GROUP, INC. PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans