Plan Snapshot
- Plan Sponsor: Tbh Management, LLC
- Sponsor EIN: 832177931
- Sponsor Address: 900 LARKSPUR LANDING CIRCLE, LARKSPUR, CA, 94939
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $43.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 192 | $43.2M | $1.0M | $2.9M |
| 2023 | 180 | $37.2M | $931,353 | $2.8M |
| 2022 | 165 | $31.3M | $876,126 | $2.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LBMC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $114,134 | $77,832 | — | — | — |
| 2023 | $92,702 | $68,662 | — | — | — |
| 2022 | $102,680 | $3,948 | — | — | — |