# Tgm Associates L.P. 401(k) Plan
Source: https://planprovider.pro/companies/tgm-associates-l-p-401k-plan

> Tgm Associates L.P.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [AMERITAS LIFE INSURANCE CORP OF NY](https://planprovider.pro/provider/ameritas-retirement-plans) — BUNDLED RECORDKEEPER

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|

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