# Tmg Insurance Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tmg-insurance-services-llc-401k-plan

> Tmg Insurance Services, LLC's 401(k) plan: 482 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [UHY LLP](https://planprovider.pro/provider/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|—|

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

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