Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
TFG MANAGEMENT, INC.
EIN 82-5188336Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
10
5005 ROCKSIDE ROAD, 5TH FLOOR - INDEPENDENCE, OH 44131216-643-6998
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TFG MANAGEMENT, INC. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TFG MANAGEMENT, INC. 401(K) PROFIT-SHARING PLAN AND TRUST
401k
Assets$381K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TFG MANAGEMENT, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.8M | 3 | 2024 | |
| 002 | TFG MANAGEMENT, INC. 401(K) PROFIT-SHARING PLAN AND TRUST | 401k | $381K | 7 | 2024 |
Retirement plans