How big is TPB Management, LLC's plan?

TPB Management, LLC's plan reported $1.6M in assets and 4 participants for 2025.

Original filing (PDF)20260401220148NAL0001852448001

TPB Management, LLC

Name: TPB Management, LLC — TPB Management 401(k) Plan, Form 5500 (2025)
Creator: TPB Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TPB Management 401(k) Plan

401(k) retirement plan · TPB Management, LLC's TPB Management 401(k) Plan held $1.6M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

TPB Management, LLC's EIN is 83-2873589.

EIN 83-2873589

Plan number 001

Plan year 2025

ACK ID 20260401220148NAL0001852448001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TPB Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

TPB MANAGEMENT, LLC

EIN

all filings

Address

548 MARKET ST · PMB 71924 · SAN FRANCISCO, CA · 94104

Phone

(408) 568-9924

Industry

Finance & Insurance

Plan administrator