Tmf Health Quality Institute 401(k) Plan: Login, Facts & Contact Information

Tmf Health Quality Institute 401(k) Plan Facts

Plan name
TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TMF HEALTH QUALITY INSTITUTE
Participants
658 (712 active employees)
Former employees with a balance
150
Plan assets
$79,220,657 at Dec 31, 2024
Average account balance
$93,311 across 849 accounts
Employer contributions
$3,662,879 in plan year 2024 (46% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 2006
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.98 million went into the plan in contributions, $3.66 million of it from the employer (46%).
  • $6.10 million was paid out to participants.
  • Investment and other income added $9.90 million.
  • Administrative expenses were $38,240, about $45 per account.

How the Tmf Health Quality Institute 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019743$52.4 million$3.07 million$4.53 million
2020681$60.5 million$2.70 million$6.16 million
2021599$69.1 million$2.56 million$5.59 million
2022585$57.3 million$2.74 million$5.34 million
2023648$67.5 million$3.27 million$7.09 million
2024658$79.2 million$3.66 million$6.10 million

Tmf Health Quality Institute 401(k) Contact Information

Phone
512-329-6610
Mailing address
3107 OAK CREEK DR., SUITE 200, AUSTIN TX 78727
Plan sponsor
TMF HEALTH QUALITY INSTITUTE
Employer identification number (EIN)
52-1002260
Plan number
002

Questions about the Tmf Health Quality Institute 401(k)

Does Tmf Health Quality Institute contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.66 million, 46% of all contributions.

Does the Tmf Health Quality Institute 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Tmf Health Quality Institute 401(k) plan?

658 participants at the start of plan year 2024, 712 of them active employees, and 150 former employees who still had money in the plan.

What is the average 401(k) balance at Tmf Health Quality Institute?

About $93,311 per account: $79.2 million in plan assets across 849 accounts with a balance at the end of plan year 2024.

Who manages the Tmf Health Quality Institute 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Tmf Health Quality Institute. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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