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Original filing (PDF)20251009162641NAL0011879504001
TBC CORPORATION
Form 5500
FILING_RECEIVED
TBC CORPORATION SAFE HARBOR 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
2,532
Accounts w/ balance
3,091
Plan assets (EOY)
$232.0M
Net assets (EOY)
$232.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TBC CORPORATION.
Plan sponsor
Name
TBC CORPORATION
EIN
31-0600670
Address
4300 TBC WAY · PALM BEACH GARDENS, FL · 33410
Phone
(561) 383-3000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $168K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | INVESTMENT ADVISOR | $91K | — |
Broker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEELPEAK WEALTH | 46-1173026 | — | BROKER | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKER | $3K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | AUDITOR | $18K | — |
Investments
28 direct securities · 5 pooled funds· $251.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$206.0M
28 holdings
Common Collective Trust
$45.5M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $40.9M | 17.6% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $27.4M | 11.8% | |
| Transamerica Retirement Corp Stable Pooled Fund | — | — | — | $13.9M | 6.0% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $13.9M | 6.0% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $13.5M | 5.8% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $13.5M | 5.8% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $11.9M | 5.1% | |
| WTC-CIF II SMID CAP RESEARCH EQUITY WELLINGTON · EIN 04-6913417 / PN 157 | Common Collective Trust | — | — | $11.1M | 4.8% | |
| ARISTOTLE VAL EQ B SEI · EIN 81-3393503 / PN 002 | Common Collective Trust | — | — | $10.8M | 4.6% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $10.2M | 4.4% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $9.0M | 3.9% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $9.0M | 3.9% | |
| Notes receivable from participants Interest rates of 4.25% - 9.50% - | — | — | — | $5.9M | 2.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 6.50% | — | — | — | $5.9M | 2.5% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $5.7M | 2.5% | |
| PIMCO TOTAL RETURN CLASS M SEI · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $5.4M | 2.3% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $5.3M | 2.3% | |
| American Funds Growth Fund of America | — | — | — | $5.1M | 2.2% | |
| Vanguard Small-Cap Index Fund | — | — | — | $5.0M | 2.1% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $4.6M | 2.0% | |
| PIMCO REAL RETURN COLLECTIVE TRUST NORTHERN TRUST · EIN 27-0834603 / PN 006 | Common Collective Trust | — | — | $4.4M | 1.9% | |
| Vanguard Total Intl Stock Idx Instl | — | — | — | $4.2M | 1.8% | |
| Charles Schwab Personal Choice Fund | — | — | — | $3.6M | 1.6% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $2.8M | 1.2% | |
| Fidelity Emerging Markets Fund | — | — | — | $2.5M | 1.1% | |
| Nuveen Real Estate | — | — | — | $1.5M | 0.7% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $1.5M | 0.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $1.2M | 0.5% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $745K | 0.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $591K | 0.3% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $358K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $280K | 0.1% | |
| State Street Bank & Trust Co. Cash reserve account | — | — | — | $86K | <0.1% |