· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TCI WEALTH ADVISORS, INC. — TCI WEALTH ADVISORS, INC. PROFIT-SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714125102NAL0000886707001
TCI WEALTH ADVISORS, INC.
Form 5500-SF
FILING_RECEIVED
TCI WEALTH ADVISORS, INC. PROFIT-SHARING PLAN & TRUST
401(k) retirement plan
Active participants
100
Accounts w/ balance
111
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TCI WEALTH ADVISORS, INC.
.
Find decision makers
Plan sponsor
Name
TCI WEALTH ADVISORS, INC.
EIN
86-1002710
Address
4011 E SUNRISE DRIVE · TUCSON, AZ · 85718
Phone
(520) 733-1477
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
SIRIOS CAPITAL MGMT
SIRIOS CAPITAL MGMT 401K PLAN
$13.2M · 16 participants
DOVER MANAGEMENT SOLUTIONS, LLC
DOVER MANAGEMENT SOLUTIONS, LLC 401(K) PLAN
$13.1M · 63 participants
NOVAQUEST CAPITAL MANAGEMENT, LLC
NOVAQUEST CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING RETIREMENT PLAN
$13.2M · 16 participants
TORRAY LLC
TORRAY LLC PROFIT SHARING PLAN
$13.1M · 10 participants
CCMP CAPITAL ADVISORS, LP
CCMP CAPITAL ADVISORS, LP 401(K) PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$13.2M · 19 participants
ENERGY IMPACT PARTNERS LP
ENERGY IMPACT PARTNERS LP 401(K) PROFIT SHARING PLAN
$13.1M · 91 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
