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TBS Agency Inc

Matched across 5 name variants in the filings

TBS Agency Inc summary

TBS Agency Inc appears on 37 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $692M in assets for 24,195 participants. The median client plan holds $12.1M. Most client plans are sponsored in IL, VA and NY. The largest clients by plan assets are 401(k) Administration Management Program, Inc, Sid Peterson Memorial Hospital and Access Clinical Partners, LLC. Plans reported $527K in direct and indirect compensation paid to TBS Agency Inc. The median is $13K per plan.

Participants
24,195
Median plan assets
$12.1M
Median plan participants
247
Median fees per plan
$13K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • IL5 plans
  • VA5 plans
  • NY4 plans
  • TX4 plans
  • NE3 plans

Frequently asked questions

Who uses TBS Agency Inc?
37 retirement plans list TBS Agency Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include 401(k) Administration Management Program, Inc, Sid Peterson Memorial Hospital, Access Clinical Partners, LLC, Safran Trusted 4D, Inc. and The Radio Flyer Company. Most client plans are sponsored in IL, VA and NY.
How many plans does TBS Agency Inc serve?
TBS Agency Inc serves 37 retirement plans with $692M in plan assets and 24,195 participants, based on the latest Form 5500 filings through 2024.
What does TBS Agency Inc charge?
Plans reported $527K in total Schedule C compensation paid to TBS Agency Inc. The median plan paid $13K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served37-4 YoYRank #484 of mapped providers
Assets under administration$692M0.0%Rank #5169 by share of filed assets
Fees received$527,306Median $12,975/planSum across Schedule C direct + indirect
Net wins YoY-76 won - 13 lostPlan-level switch detection

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