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Original filing (PDF)20250320175745NAL0011860032001

TLCS, INC.

Form 5500
FILING_RECEIVED
TLCS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
336
Accounts w/ balance
384
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
95
/ 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TLCS, INC..
Plan sponsor
Name
TLCS, INC.
EIN
94-2777955
Address
650 HOWE AVENUE BULDING 400-A · SACRAMENTO, CA · 95825
Phone
(916) 441-0123
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-20
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BFBA
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.82-4555287—RECORDKEEPER$6K—

Investments

1 pooled fund· $530K(9% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
RELIANCE TRUST CO SERIES 25053 C1 0
METLIFE STABLE VALUE · EIN 58-1428634 / PN 013
Common Collective Trust
$530K9.1%

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