Plan Snapshot
- Plan Sponsor: Tcw, LLC
- Sponsor EIN: 475226798
- Sponsor Address: 515 SOUTH FLOWER STREET, LOS ANGELES, CA, 90071
- Plan Type: 401(k)
- Total Participants: 606
- Total Assets: $347.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 606 | $347.1M | $6.9M | $13.6M |
| 2023 | 640 | $304.3M | $6.8M | $12.4M |
| 2022 | 651 | $250.4M | $6.4M | $11.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $54,927 | — | $54,927 |
| MOSS ADAMS LLP | NONE | $28,350 | — | $28,350 |
| BAKER TILLY US, LLP | Auditor | $28,350 | — | $28,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MOSS ADAMS LLP — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,627
- Estimated Expense Ratio: 0.032% 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 |
|---|---|---|---|---|---|
| 2024 | $83,477 | $14,438 | — | $28,350 | — |
| 2023 | $66,302 | $10,480 | $26,351 | — | — |
| 2022 | $61,557 | — | — | — | $27,300 |