Plan Snapshot
- Plan Sponsor: Tpg Service Group, LLC
- Sponsor EIN: 134027249
- Sponsor Address: 31 PENN PLAZA, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $45.6M
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 | 199 | $45.6M | $0 | $2.1M |
| 2023 | 203 | $40.9M | $500,002 | $2.0M |
| 2022 | 190 | $34.8M | $500,000 | $1.8M |
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 |
|---|---|---|---|---|
| PERELSON WEINER LLP | 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 | $65,705 | $63,805 | — | — | — |
| 2023 | $115,002 | $354 | — | — | — |
| 2022 | $28,696 | — | $28,696 | — | — |