Filings through .
TFB Advisors, LLC
Matched across 7 name variants in the filings
TFB Advisors, LLC summary
TFB Advisors, LLC appears on 25 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.5B in assets for 12,416 participants. The median client plan holds $24.6M. Most client plans are sponsored in KS, MO and IL. The largest clients by plan assets are Shook, Hardy & Bacon L.L.P., Hannibal Regional Healthcare System, Inc. and Sydenstricker Nobbe Partners, Inc.. Plans reported $1.7M in direct and indirect compensation paid to TFB Advisors, LLC. The median is $50K per plan.
- Participants
- 12,416
- Median plan assets
- $24.6M
- Median plan participants
- 272
- Median fees per plan
- $50K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- MOParticipants 1,726
- MOParticipants 2,036
- KSParticipants 1,090
- Ozarks Healthcare$57.1MMOParticipants 1,635
- Cope Plastics, Inc.$49.6MILParticipants 403
- MOParticipants 950
- KSParticipants 382
- Lawrence Paper Company$37.6MKSParticipants 357
- KSParticipants 136
- MOParticipants 156
- KSParticipants 238
- KSParticipants 306
- Mid-State Group Inc.$24.6MKSParticipants 206
- MOParticipants 290
- MOParticipants 283
- KSParticipants 370
- MOParticipants 160
- KSParticipants 184
- KSParticipants 242
- KSParticipants 230
- MOParticipants 254
- KSParticipants 234
- KSParticipants 220
- Pinch Flatbed, Inc.$2.8MKSParticipants 272
- KSParticipants 56
Top client states
- KS15 plans
- MO9 plans
- IL1 plan
Frequently asked questions
- Who uses TFB Advisors, LLC?
- 25 retirement plans list TFB Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Shook, Hardy & Bacon L.L.P., Hannibal Regional Healthcare System, Inc., Sydenstricker Nobbe Partners, Inc., Ozarks Healthcare and Cope Plastics, Inc.. Most client plans are sponsored in KS, MO and IL.
- How many plans does TFB Advisors, LLC serve?
- TFB Advisors, LLC serves 25 retirement plans with $1.5B in plan assets and 12,416 participants, based on the latest Form 5500 filings through 2024.
- What does TFB Advisors, LLC charge?
- Plans reported $1.7M in total Schedule C compensation paid to TFB Advisors, LLC. The median plan paid $50K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name TFB Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 2 |
| T. Rowe Price | 2 |
| Capital Group | 2 |
| American Century | 2 |
| Dimensional | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
| American Funds Target Date | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.