How big is Theobald - Bascom Group LLC's plan?

Theobald - Bascom Group LLC's plan reported $734K in assets and 5 participants for 2024.

Original filing (PDF)20250917231126NAL0000748465001

Theobald - Bascom Group LLC

Name: Theobald - Bascom Group LLC — Theobald - Bascom, Form 5500 (2024)
Creator: Theobald - Bascom Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Theobald - Bascom Group LLC 401(k)

401(k) retirement plan · Theobald - Bascom Group LLC's Theobald - Bascom Group LLC 401(k) held $734K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$734K

Net assets (EOY)

$734K

People on this filing

Andrew Bascom signed Theobald - Bascom Group LLC's 2024 Form 5500 as plan administrator.

Andrew Bascom — 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

Theobald - Bascom Group LLC's EIN is 81-0842173.

EIN 81-0842173

Plan number 001

Plan year 2024

ACK ID 20250917231126NAL0000748465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Theobald - Bascom Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Theobald - Bascom Group LLC's plan includes profit-sharing, a 401(k) feature, 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.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

THEOBALD - BASCOM GROUP LLC

EIN

all filings

Address

2932 WELLINGTON CIRCLE · SUITE 101 · TALLAHASSEE, FL · 32309

Phone

(850) 894-9950

Industry

Finance & Insurance

Plan administrator