2023 Form 5500 filing — Tcw Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010103730NAL0020832961001) for Tcw Retirement Plan, reported by Tcw Admin, Inc. under EIN 47-2418521 and plan number 001. It reports 706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010103730NAL0020832961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tcw Admin, Inc.
- EIN
- 47-2418521
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,835,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,835,651
- Employer contributions
- $215,000
- Participant contributions
- $1,529,873
- Total income / additions
- $4,223,984
- Benefits paid
- $2,149,679
- Administrative expenses
- $107,103
- Total expenses
- $2,256,782
- Net increase / (decrease)
- $1,967,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $50,024 | not reported in the loaded dataset |
| Gibson Capital | ADVISOR | $39,018 | not reported in the loaded dataset |
| Mullins, Clemmons, & Mayes Pllc | AUDITOR | $13,250 | not reported in the loaded dataset |
| Access Retirement Services, LLC | TPA | $10,986 | not reported in the loaded dataset |