Plan Snapshot
- Plan Sponsor: Tpg Companies, INC.
- Sponsor EIN: 204021766
- Sponsor Address: 1140 RESERVOIR AVENUE, CRANSTON, RI, 02920
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 138 | $28.4M | $122,070 | $1.2M |
| 2023 | 151 | $24.6M | $651,704 | $1.1M |
| 2022 | 102 | $20.5M | $259,022 | $774,366 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $119,813 | — | $111,308 | — | — |
| 2023 | $103,207 | — | $95,648 | — | — |
| 2022 | $131,408 | — | — | — | — |