Tbc Corporation Safe Harbor 401(k) Plan
Sponsored by Tbc Corporation · EIN 310600670 · Plan #003
- Total assets
- $232M
- Net assets
- $232M
- Active participants
- 2,532
- With balances
- 3,091
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $168,445 |
| Mercer Investment Management | Investment advisory (plan), Direct payment from the plan | $91,321 |
| Lbmc, Pc | Accounting, Direct payment from the plan | $17,750 |
| Steelpeak Wealth | Securities brokerage, Securities brokerage commissions | $8,368 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $2,624 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |