Plan Snapshot
- Plan Sponsor: Tpg, INC.
- Sponsor EIN: 611549017
- Sponsor Address: 164 SOUTH PARK BLVD., GREENWOOD, IN, 46143
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 188 | $13.0M | $310,825 | $907,030 |
| 2023 | 268 | $10.8M | $343,082 | $821,782 |
| 2022 | 241 | $8.3M | $317,627 | $703,362 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $5,351 | — | — | — | — |
| 2023 | $4,650 | — | — | — | — |
| 2022 | $3,678 | — | — | — | — |