Plan Snapshot
- Plan Sponsor: Tgs Holdings, LLC
- Sponsor EIN: 412168928
- Sponsor Address: 302 INNOVATION DRIVE, SUITE 130, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 556
- Total Assets: $5.9M
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 | 556 | $5.9M | $298,764 | $522,856 |
| 2023 | 471 | $4.8M | $309,300 | $511,841 |
| 2022 | 425 | $3.5M | $246,012 | $395,796 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $34,462 | $198 | $34,660 |
| GALLAGHER BENEFIT SERVICES, INC. | Investment Advisor | — | $8,747 | $8,747 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,407
- Estimated Expense Ratio: 0.739% 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 | $42,435 | $4,573 | — | — | — |
| 2023 | $37,629 | $3,215 | — | — | — |
| 2022 | $28,609 | $1,975 | $25,554 | — | $1,080 |