How big is Thomas Capital Group, Inc.'s plan?

Thomas Capital Group, Inc.'s plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250728180057NAL0000958963001

Thomas Capital Group, Inc.

Name: Thomas Capital Group, Inc. — TCG Retirement Plan, Form 5500 (2024)
Creator: Thomas Capital Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TCG Retirement Plan

401(k) retirement plan · Thomas Capital Group, Inc.'s TCG Retirement Plan held $2.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Thomas Capital Group, Inc.'s EIN is 26-1659320.

EIN 26-1659320

Plan number 001

Plan year 2024

ACK ID 20250728180057NAL0000958963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas Capital Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas Capital Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

THOMAS CAPITAL GROUP, INC.

EIN

all filings

Address

1915 49TH ST CT NW · GIG HARBOR, WA · 98335

Phone

(253) 777-4588

Industry

Finance & Insurance

Plan administrator