How big is TBH Management, LLC's plan?

TBH Management, LLC's plan reported $43.2M in assets and 192 participants for 2024.

Original filing (PDF)20250925170239NAL0008737617001

TBH Management, LLC

Name: TBH Management, LLC — TBH Management, LLC 401(k), Form 5500 (2024)
Creator: TBH Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TBH Management, LLC 401(k) Plan

401(k) retirement plan · TBH Management, LLC's TBH Management, LLC 401(k) Plan held $43.2M in plan assets for 192 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

192

Accounts w/ balance

283

Plan assets (EOY)

$43.2M

Net assets (EOY)

$43.2M

People on this filing

Julianne Bharucha signed TBH Management, LLC's 2024 Form 5500 as plan administrator.

Julianne Bharucha — 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

TBH Management, LLC's EIN is 83-2177931.

EIN 83-2177931

Plan number 001

Plan year 2024

ACK ID 20250925170239NAL0008737617001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TBH Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TBH MANAGEMENT, LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (90th percentile).

Plan sponsor

Name

TBH MANAGEMENT, LLC

EIN

all filings

Address

900 LARKSPUR LANDING CIRCLE · SUITE 285 · LARKSPUR, CA · 94939

Phone

(707) 258-8757

Industry

Health Care & Social Assistance

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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$36K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS LLC	36-4291971	—	ADVISOR/INVESTMENT ADV	$54K	—

Investments

29 direct securities· $43.2M(100% of reported assets)

Mutual Funds

$24.1M

17 holdings

Common Collective Trusts

$13.2M

5 holdings

Other securities

$5.7M

6 holdings

Self-Directed Brokerage

$206K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$7.7M	17.9%
American Funds American Balanced Fund Class R6	Mutual Funds	—	—	$5.2M	12.1%
Alliance Bernstein Large Cap Growth Class Z	Other securities	—	—	$4.3M	10.0%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$3.3M	7.6%
Vanguard Equity Income Fund Admiral	Mutual Funds	—	—	$2.6M	5.9%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$2.3M	5.3%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$2.2M	5.1%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$1.8M	4.3%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$1.4M	3.3%
Vanguard Total International Stock Index Fund	Common Collective Trusts	—	—	$1.4M	3.2%
Vanguard Target Retirement 2020	Mutual Funds	—	—	$1.4M	3.2%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1.4M	3.2%
Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$1.3M	3.0%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$1.1M	2.5%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$971K	2.2%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$914K	2.1%
MFS International Growth R6	Mutual Funds	—	—	$751K	1.7%
Money market fund - Vanguard Federal Money Market Fund	Mutual Funds	—	—	$713K	1.7%
Baird Core Plus Institution	Other securities	—	—	$599K	1.4%
Pimco PIM Global Bond Opportunities	Mutual Funds	—	—	$441K	1.0%
American Beacon Funds Small Cap Value R6	Other securities	—	—	$361K	0.8%
participants through August 2032 -	Other securities	—	—	$245K	0.6%
Self-directed brokerage * account - Fidelity Brokeragelink account	Self-Directed Brokerage	—	—	$206K	0.5%
Vanguard Retirement Income Fund	Mutual Funds	—	—	$150K	0.3%
Allspring Special Mid Cap Value R6	Other securities	—	—	$136K	0.3%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$131K	0.3%
Fidelity Small Cap Growth K6	Mutual Funds	—	—	$128K	0.3%
JP Morgan Mid Cap Growth R6	Other securities	—	—	$85K	0.2%
Vanguard Target Retirement 2065	Mutual Funds	—	—	$29K	<0.1%