How big is TB5 Management, LLC's plan?

TB5 Management, LLC's plan reported $2.2M in assets and 184 participants for 2024.

Original filing (PDF)20251013133258NAL0003016226001

TB5 Management, LLC

Name: TB5 Management, LLC — Thrive by 5 401(k) Plan, Form 5500 (2024)
Creator: TB5 Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thrive by 5 401(k) Plan

401(k) retirement plan · TB5 Management, LLC's Thrive by 5 401(k) Plan held $2.2M in plan assets for 184 participants in 2024.

Signals · 1

No auditor on file

Active participants

184

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Shannan BUFF signed TB5 Management, LLC's 2024 Form 5500 as plan administrator.

Shannan BUFF — 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

TB5 Management, LLC's EIN is 92-0493249.

EIN 92-0493249

Plan number 001

Plan year 2024

ACK ID 20251013133258NAL0003016226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TB5 Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TB5 Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TB5 MANAGEMENT, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score