Back to filter
Original filing (PDF)20250728180057NAL0000958963001
THOMAS CAPITAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
TCG RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
9
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS CAPITAL GROUP, INC..
Plan sponsor
Name
THOMAS CAPITAL GROUP, INC.
EIN
26-1659320
Address
1915 49TH ST CT NW · GIG HARBOR, WA · 98335
Phone
(253) 777-4588
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
STRATEGIC RETIREMENT SOLUTIONS, LLC
STRATEGIC RETIREMENT SOLUTIONS, LLC 401(K) PLAN
$2.3M · 9 participants
MILLS-PRICE & ASSOCIATES, INC.
MILLS-PRICE & ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN
$2.3M · 2 participants
SEABIRD FINANCIAL CORPORATION
SEABIRD FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 6 participants
GBM INTERNATIONAL, INC.
GBM INTERNATIONAL 401K PLAN
$2.3M · 9 participants
DSI WEALTH MANAGEMENT GROUP, INC.
DSI WEALTH MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN
$2.3M · 4 participants
ROBERT W DAVIS INSURANCE AGENCY INC
DAVIS FINANCIAL 401K PLAN
$2.3M · 2 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants