Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › TFO Wealth Partners LLC
TFO Wealth Partners LLC
- Service provider, as named on Schedule C
- EIN 201017513
- Plan year 2024
- Direct compensation reported $1,206,754
Assets of those plans
$742,229,748
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,206,754
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 50 | Direct payment from the plan | 5 |
| 17 | Consulting (pension) | 2 |
| 64 | Recordkeeping fees | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 49 | Other services | 2 |
| 15 | Recordkeeping and information management | 2 |
| 16 | Consulting (general) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Benteler Automotive Corporation Savings/ Retirement Plan | Benteler Automotive | $177,658,802 | 1,794 | $118,024 |
| TFO Advantage Pooled Employer Plan | Pension Specialists | $130,638,026 | 2,275 | $339,494 |
| The Rudolph/libbe Companies Inc 401(k)/profit Sharing Plan | Rudolph/Libbe Companies | $116,277,590 | 509 | $179,969 |
| Neapco Holdings, LLC 401(k) Retirement Savings Plan | Neapco Holdings | $81,832,881 | 1,182 | $83,860 |
| Adrian Steel Company 401(k) Plan | Adrian Steel | $62,990,881 | 885 | $77,179 |
| Kalmbach Feeds, Inc. 401(k) Plan | Kalmbach Feeds | $59,410,796 | 989 | $55,965 |
| Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust | Kapnick and Company Inc. DBA Kapnick Insurance Group | $41,162,183 | 255 | $102,642 |
| Tronair, Inc. 401(k) Retirement Plan | Tronair | $19,281,392 | 310 | $66,466 |
| CMC Group, Inc. Retirement Savings Plan | CMC Group | $15,502,875 | 209 | $33,687 |
| Benteler Automotive Corporation Holland Union Savings/retirement Plan | Benteler Automotive | $14,609,421 | 285 | $9,044 |
| Ice Industries 401(k) Plan | Ice Industries | $14,252,060 | 280 | $57,105 |
| MRD Apartments, LLC 401(k) | MRD Apartments | $4,624,083 | 277 | $11,400 |
| Homestead Building Systems, Inc. 401(k) Profit Sharing Planrecordkeeper | Homestead Building Systems | $3,988,758 | 26 | $42,096 |
| General Body MFG. Company ofrecordkeeper | General Body MFG. Company of Tex | $0 | 0 | $29,823 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.