Original filing (PDF)20251006120508NAL0002041107001

TOBIAS & WEST, LLC

Name: TOBIAS & WEST, LLC — TOBIAS & WEST, LLC 401(K) PLAN, Form 5500 (2024)
Creator: TOBIAS & WEST, LLC

Form 5500-SF

FILING_RECEIVED

TOBIAS & WEST, LLC 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 34.7 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 34.7 months past the 10.5-month grace window.

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

TOBIAS & WEST, LLC

EIN

30-0187939all filings

Address

403 E MAIN STREET, STE A · LEXINGTON, SC · 29072

Phone

(803) 955-6464

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

BROOKS RANSOM ASSOCIATES

BROOKS RANSOM ASSOCIATES 401(K) PLAN

$535K · 11 participants

APPLIED INFORMATION TECHNOLOGY

APPLIED INFORMATION TECHNOLOGY LLC 401K AND PROFIT SHARING PLA

$536K · 9 participants

CADE ENGINEERS LLC

CADE ENGINEERS LLC CASH BALANCE PLAN

$535K · 4 participants

LYNN SIPPERLY & ASSOCIATES, LLC

LYNN SIPPERLY & ASSOCIATES PROFIT SHARING PLAN

$535K · 5 participants

WILLIS ENVIRONMENTAL ENGINEERING, INC.

WILLIS ENVIRONMENTAL ENGINEERING 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.