How big is Toccoa Capital Management, LLC's plan?

Toccoa Capital Management, LLC's plan reported $126K in assets and 4 participants for 2024.

Original filing (PDF)20250506220152NAL0015546400008

Toccoa Capital Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Toccoa Capital Management 401(k) Plan

401(k) retirement plan · Toccoa Capital Management, LLC's Toccoa Capital Management 401(k) Plan held $126K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

Plan identifiers

Toccoa Capital Management, LLC's EIN is 84-3020961.

EIN 84-3020961

Plan number 001

Plan year 2024

ACK ID 20250506220152NAL0015546400008

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Toccoa Capital 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 TOCCOA CAPITAL 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