# Tcw, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tcw-llc-401k-plan

> Tcw, LLC's 401(k) plan: 606 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Vista Equity Partners Management, LLC](https://planprovider.pro/companies/vista-equity-partners-management-llc-401k-plan) — 642 participants

- [Beacon Pointe Advisors, LLC](https://planprovider.pro/companies/beacon-pointe-advisors-llc-401k-plan) — 569 participants

- [Ah Capital Management, L.L.C.](https://planprovider.pro/companies/ah-capital-management-l-l-c-plan-001) — 560 participants

- [Stepstone Group LP](https://planprovider.pro/companies/stepstone-group-lp-401k-plan) — 695 participants

- [Allworth Financial, LP](https://planprovider.pro/companies/allworth-financial-lp-401k-plan) — 517 participants

- [Ep Wealth Advisors Admin, LLC](https://planprovider.pro/companies/ep-wealth-advisors-admin-llc-401k-plan) — 461 participants

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

© 2026 PlanProvider.Pro