# Tmg Insurance Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/guideone-insurance-company-401k-plan

> Tmg Insurance Services, LLC's 401(k) plan: 459 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Tmg Insurance Services, LLC

- **Sponsor EIN:** 420645088

- **Sponsor Address:** 1111 ASHWORTH RD, WEST DES MOINES, IA, 502653544

- **Plan Type:** 401(k)

- **Total Participants:** 459

- **Total Assets:** $173.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|459|$173.5M|$2.9M|$5.7M|

| 2022|565|$151.4M|$3.0M|$6.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$268,044|—|$268,044|

| MORGAN STANLEY GLOBAL BA|INVESTMENT ADVISORY|$128,010|$156|$128,166|

| UHY LLP|ACCOUNTANT|$26,600|—|$26,600|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY GLOBAL BA](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $422,810

- **Estimated Expense Ratio:** 0.244% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2023|$211,327|$64,005|$134,022|$13,300|—|

| 2022|$200,713|$63,484|$130,250|—|$6,979|

## Similar Plans

- [Tmg Insurance Services, LLC](https://planprovider.pro/companies/tmg-insurance-services-llc-401k-plan) — 482 participants

- [Imt Insurance Company](https://planprovider.pro/companies/imt-insurance-company-401k-plan) — 392 participants

- [United Fire & Casualty Co](https://planprovider.pro/companies/united-fire-casualty-co-plan) — 652 participants

- [Grinnell Mutual Reinsurance Company](https://planprovider.pro/companies/grinnell-mutual-reinsurance-company-401k-plan) — 743 participants

- [Employers Mutual Casualty Company](https://planprovider.pro/companies/employers-mutual-casualty-company-plan-001) — 1,878 participants

- [Emc Insurance Companies](https://planprovider.pro/companies/employers-mutual-casualty-company-401k-plan) — 2,130 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/guideone-insurance-company-401k-plan)

© 2026 PlanProvider.Pro