Tpg Holdings, LLC 401(K) Plan — Form 5500 plan (Tpg Holdings, LLC)

Plain-English plan 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, Tpg Holdings, LLC 401(K) Plan is a benefit plan reported by Tpg Holdings, LLC under EIN 27-0372200 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,128 participants and $1,942,852 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tpg Holdings, LLC
EIN
27-0372200
Plan number
001
Plan type
2
Location
Roseville, MI
Latest filing year
2023
Participants
1,128
End-of-year plan assets
$1,942,852

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,128H, C20241014153249NAL0015217011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,942,852
Net assets (EOY)
$1,942,852
Net assets (BOY)
$1,374,426

Income & contributions

Participant contributions
$366,426
Total contributions
$402,083
Total income / additions
$680,586

Expenses & distributions

Benefits paid
$79,536
Administrative expenses
$9,094
Total expenses
$112,160
Net increase / (decrease)
$568,426

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$8,288$02023
National Financial ServicesSECURITIES BROKER$0$02023
Mid Atlantic Capital CorporationSECURITIES BROKER$0$02023

Related Form 5500 pages