Plan Snapshot
- Plan Sponsor: Tgm Associates L.P.
- Sponsor EIN: 133613029
- Sponsor Address: 650 FIFTH AVENUE, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 241 | $10.3M | $225,906 | $947,325 |
| 2022 | 229 | $8.4M | $214,421 | $853,196 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $72,872 | — | $72,872 |
| AMERITAS LIFE INSURANCE CORP OF NY | BUNDLED RECORDKEEPER | $52,458 | — | $52,458 |
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — INVESTMENT ADVISOR
- AMERITAS LIFE INSURANCE CORP OF NY — BUNDLED RECORDKEEPER
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,330
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 | $25,001 | $13,946 | — | — | — |
| 2023 | $62,665 | $36,436 | $25 | — | — |
| 2022 | $59,180 | $32,260 | $26,920 | — | — |