Plan Snapshot
- Plan Sponsor: Tpg Global, LLC
- Sponsor EIN: 900775526
- Sponsor Address: 301 COMMERCE STREET, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,495
- Total Assets: $756.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,495 | $756.4M | $0 | $0 |
| 2024 | 1,528 | $644.8M | $14.1M | $15.8M |
| 2023 | 885 | $343.2M | $13.0M | $14.0M |
| 2022 | 877 | $265.8M | $11.7M | $11.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | Investment Advisor | $107,488 | — | $107,488 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $56,292 | — | $56,292 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,780
- Estimated Expense Ratio: 0.022% 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 |
|---|---|---|---|---|---|
| 2025 | $64,231,076 | $187,032 | — | — | — |
| 2024 | $207,818 | $324,122 | — | — | — |
| 2023 | -$35,861 | $34,618 | — | — | — |
| 2022 | -$9,976 | $176,397 | — | — | — |