How big is TCBX, Inc.'s plan?

TCBX, Inc.'s plan reported $854K in assets and 34 participants for 2024.

Original filing (PDF)20250922145217NAL0005792944001

TCBX, Inc.

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

Form 5500-SF

FILING_RECEIVED

TCBX, Inc. Retirement Plan

Defined-contribution retirement plan · TCBX, Inc.'s TCBX, Inc. Retirement Plan held $854K in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$854K

Net assets (EOY)

$854K

People on this filing

PAT Obrien Sr. signed TCBX, Inc.'s 2024 Form 5500 as plan administrator.

PAT Obrien Sr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TCBX, Inc.'s EIN is 41-1392024.

EIN 41-1392024

Plan number 001

Plan year 2024

ACK ID 20250922145217NAL0005792944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TCBX, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA).

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.

Plan sponsor

Name

TCBX, INC.

EIN

all filings

Address

1748 SE 13TH STREET · BRAINERD, MN · 56401

Phone

(218) 454-5566

Industry

Transportation & Warehousing

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

2025-09-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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