Plan Snapshot
- Plan Sponsor: Tmg Insurance Services, LLC
- Sponsor EIN: 934564667
- Sponsor Address: 1111 ASHWORTH RD, WEST DES MOINES, IA, 502653544
- Plan Type: 401(k)
- Total Participants: 482
- Total Assets: $183.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 482 | $183.5M | $2.5M | $5.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $152,602 | — | $152,602 |
| MORGAN STANLEY GLOBAL BA | INVESTMENT ADVISORY | $64,304 | — | $64,304 |
| UHY LLP | ACCOUNTANT | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BA — INVESTMENT ADVISORY
- UHY LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $225,906
- Estimated Expense Ratio: 0.123% 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 | $225,906 | $64,304 | $152,602 | $9,000 | — |