# Tcv Trust & Wealth Management 401(k) Plan
Source: https://planprovider.pro/companies/tcv-trust-wealth-management-541685397-003

> Tcv Trust & Wealth Management's 401(k) plan: 55 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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