Plan Snapshot
- Plan Sponsor: Tpg Global, LLC
- Sponsor EIN: 900775526
- Sponsor Address: 301 COMMERCE STREET, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 1,528
- Total Assets: $644.8M
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. |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — 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 | $207,818 | $324,122 | — | — | — |
| 2023 | -$35,861 | $34,618 | — | — | — |
| 2022 | -$9,976 | $176,397 | — | — | — |