Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › TFB Advisors, LLC
TFB Advisors, LLC
- Service provider, as named on Schedule C
- EIN 882289092
- Plan year 2024
- Direct compensation reported $421,308
Assets of those plans
$891,792,114
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$421,308
82% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 7 |
| 26 | Investment advisory (participants) | 2 |
| 16 | Consulting (general) | 2 |
| 70 | Consulting fees | 2 |
| 28 | Investment management | 2 |
| 15 | Recordkeeping and information management | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Shook, Hardy & Bacon 401(k) Profit Sharing Plan | Shook Hardy & Bacon | $650,782,045 | 1,806 | $29,604 |
| Cope Plastics, Inc. Profit Sharing Plan | Cope Plastics | $44,952,340 | 406 | $85,984 |
| Missouri Delta Medical Center Pension Plan | Missouri Delta Medical Center | $43,278,273 | 852 | $6,829 |
| South Plains Implement, Ltd 401k Plan | South Plains Implement | $34,353,577 | 341 | $43,482 |
| Butler National Corporation 401(k) Profit Sharing Plan | Butler National | $30,827,498 | 206 | $54,426 |
| Smith & Loveless, Inc. Profit Sharing Plan and Trust | Smith & Loveless | $29,965,871 | 238 | $83,750 |
| Geiger Ready-mix Co., Inc. 401(k) Profit Sharing Planrecordkeeper | Geiger Ready-mix | $24,412,509 | 282 | $64,035 |
| Missouri Hospital Association 401k Plan | Missouri Hospital Association | $17,119,990 | 146 | $0 |
| Clark Center 401k Plan | Clark Community Mental Health Center | $6,521,576 | 215 | $0 |
| S & H Farm Supply Employee Savings & Retirement PL | S & H Farm Supply | $6,098,064 | 250 | $26,329 |
| BHCMC, LLC 401(k) Profit Sharing Plan | Boot Hill Casino & Resort | $3,480,371 | 149 | $26,869 |
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.