How big is TOC, PLLC's plan?

TOC, PLLC's plan reported $2.0M in assets and 5 participants for 2024.

Original filing (PDF)20250925214407NAL0009567872001

TOC, PLLC

Name: TOC, PLLC — TOC, PLLC 401(k) Plan, Form 5500 (2024)
Creator: TOC, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TOC, PLLC 401(k) Plan

401(k) retirement plan · TOC, PLLC's TOC, PLLC 401(k) Plan held $2.0M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

TOC, PLLC's EIN is 27-4547230.

EIN 27-4547230

Plan number 002

Plan year 2024

ACK ID 20250925214407NAL0009567872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TOC, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TOC, PLLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOC, PLLC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

TOC, PLLC

EIN

all filings

Address

1015 E. 32ND ST., STE. 508 · AUSTIN, TX · 78705

Phone

(512) 771-1984

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 providers

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