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THE BROUSSARD GROUP, INC. DBA TBG PARTNERS — TBG PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010124751NAL0008178449001
THE BROUSSARD GROUP, INC. DBA TBG PARTNERS
Form 5500
FILING_RECEIVED
TBG PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
100% in single holding
Active participants
93
Accounts w/ balance
164
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE BROUSSARD GROUP, INC. DBA TBG PARTNERS
.
Find decision makers
Plan sponsor
Name
THE BROUSSARD GROUP, INC. DBA TBG PARTNERS
EIN
74-2485594
Address
3232 E. CESAR CHAVEZ ST · BLDG. 1, STE. 100 · AUSTIN, TX · 78702
Phone
(512) 327-1011
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
PW PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $10.5M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
The Broussard Group, Inc. dba TBG Partners
—
—
$6.8M
$10.5M
100.0%
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Knocking points off
Top holding "The Broussard Group, Inc. dba TBG Partners" is 100% of plan.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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