# Tbh Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tbh-management-llc-401k-plan

> Tbh Management, LLC's 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GALLAGHER FIDUCIARY ADVISORS LLC|ADVISOR/INVESTMENT ADV|$54,324|—|$54,324|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$36,303|—|$36,303|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$17,295|—|$17,295|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,214|—|$6,214|

| LBMC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR/INVESTMENT ADV

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LBMC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $114,136

- **Estimated Expense Ratio:** 0.264% of plan assets

### 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tbh-management-llc-401k-plan)

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