Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › TBS Agency Inc
TBS Agency Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $20,691
Assets of those plans
$478,083,814
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$20,691
15% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 55 | Other commissions | 10 |
| 27 | Investment advisory (plan) | 3 |
| 50 | Direct payment from the plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Benco Dental Supply Co. 401(k) Plan | Benco Dental Supply | $261,454,089 | 1,928 | $0 |
| Sid Peterson Memorial Hospital 401(k) Savings and Profit Sharing Plan | Sid Peterson Memorial Hospital | $67,280,808 | 1,521 | $0 |
| Safran Trusted 4d, Inc. 401(k) Retirement Plan | Safran Trusted 4d | $32,014,217 | 370 | $0 |
| Retirement Plan for Employees of Step by Step, Inc | Step by Step | $23,791,604 | 1,231 | $0 |
| Ascentra Credit Union 401(k) Retirement Plan and Trust | Ascentra Credit Union | $17,651,364 | 211 | $0 |
| Five Star Equipment, Inc. Flexible Compensation Plan | Five Star Equipment | $14,096,610 | 162 | $0 |
| The Ambassador Holding Co. 401(k) Profit Sharing Plan | Ambassador Holding | $12,651,734 | 231 | $10,053 |
| Slosburg Company 401(k) Retirement Plan | Slosburg | $10,712,661 | 372 | $10,638 |
| JPW Riggers, Inc. Retirement Savings Plan | JPW Riggers | $10,540,434 | 133 | not reported |
| IW Technologies 401(k) Profit Sharing Plan and Trust | IW Technologies | $10,255,353 | 131 | $0 |
| Walters Corporation 401(k) Plan | Bruce Walters Ford Sales | $9,223,711 | 173 | $0 |
| AFC Materials Group 401(k) Profit Sharing Plan and Trust | AFC Employment Solutions | $8,411,229 | 151 | $0 |
| SS White Burs, Inc. Salary Savings Plan | SS White Burs | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.