Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TBM CONSULTING GROUP, INC.
EIN 06-1313147management consultingLatest filing 2024
Plans
2
Retirement
2
$39.6M assets
Welfare
0
Participants
152
507 AIRPORT BLVD STE 105 - MORRISVILLE, NC 27560919-313-1813tbmcg.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $39.6M assets / 152 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TBM CONSULTING GROUP, INC. 401(K) PLAN
401k
Assets$21.5M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TBM CONSULTING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$18.1M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TBM CONSULTING GROUP, INC. 401(K) PLAN | 401k | $21.5M | 66 | 2024 | |
| 002 | TBM CONSULTING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $18.1M | 86 | 2024 |
Retirement plans