Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TCV TRUST & WEALTH MANAGEMENT
EIN 54-1685397investment managementLatest filing 2025
Plans
2
Retirement
2
$33.1M assets
Welfare
0
Participants
111
9030 STONY POINT PARKWAY, STE. 300 - RICHMOND, VA 232351936804-272-9044tcvwealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.1M assets / 111 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#003
THE TRUST COMPANY OF VIRGINIA EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.5M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TRUST COMPANY OF VIRGINIA RETIREMENT PLAN
401k
Assets$13.6M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE TRUST COMPANY OF VIRGINIA EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.5M | 55 | 2025 | |
| 002 | TRUST COMPANY OF VIRGINIA RETIREMENT PLAN | 401k | $13.6M | 56 | 2025 |
Retirement plans