Original filing (PDF)20240604074012NAL0040698450001

DEVOY-BAKER GROUP, LLC

Name: DEVOY-BAKER GROUP, LLC — TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: DEVOY-BAKER GROUP, LLC

Form 5500-SF

FILING_RECEIVED

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVOY-BAKER GROUP, LLC.

Plan sponsor

Name

DEVOY-BAKER GROUP, LLC

EIN

81-0925915

Address

101 N. MAIN STREET · BROOKFIELD, MO · 64628

Phone

(660) 258-2233

Industry

Finance & Insurancesee all

Plan administrator

Name

TPC QUALIFIED PLANS LLC

EIN

26-2312094

City

CHARLOTTE, NC

Phone

(888) 504-4484

Plan characteristics

Plan number

020

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-18

Filed

2024-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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