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Sponsor portfolio

TBSE, INC.

EIN 87-0492516-Construction-Latest filing 2025
Plans
2
Retirement
2
$685K assets
Welfare
0
Participants
17
1355 NORTH MAIN STREET SUITE #2 - BOUNTIFUL, UT 84010801-298-8795
Plans on this EIN
2 filings
#002CashBalance-$459K - 7 part#001401k-$226K - 10 part

Retirement portfolio analytics

2 plans aggregated / $685K assets / 17 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#002)67%
  • TBSE, INC. 401(K) (#001)33%
Total $685KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TBSE, INC. 401(K) (#001)10
  • CASH BALANCE PLAN (#002)7
Total 17Click 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#002

TBSE, INC. CASH BALANCE PLAN

CashBalance

Assets$459K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TBSE, INC. 401(K) PLAN

401k

Assets$226K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TBSE, INC. CASH BALANCE PLANCashBalance$459K72025
001TBSE, INC. 401(K) PLAN401k$226K102025
Retirement plans
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