Plan Snapshot
- Plan Sponsor: Tcv Trust & Wealth Management
- Sponsor EIN: 541685397
- Sponsor Address: 9030 STONY POINT PARKWAY, STE. 300, RICHMOND, VA, 232351936
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 55
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 55 | $19.5M | $0 | $0 |
| 2024 | 33 | $19.0M | $400,000 | $0 |
| 2023 | 32 | $17.8M | $400,000 | $0 |
| 2022 | 32 | $16.9M | $971,735 | $0 |