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  2. TMS NC, INC
Sponsor portfolio

TMS NC, INC

EIN 27-2701772-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
6
3021 BERKS WAY, SUITE 202 - RALEIGH, NC 27614919-488-0030
Plans on this EIN
2 filings
#001401k-$2.2M - 3 part#002CashBalance-$2.1M - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • NC, INC. 401(K) (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NC, INC. 401(K) (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TMS NC, INC. 401(K) PLAN

401k

Assets$2.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TMSNC, INC. CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TMS NC, INC. 401(K) PLAN401k$2.2M32025
002TMSNC, INC. CASH BALANCE PLANCashBalance$2.1M32025
Retirement plans
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