Tcw Retirement Plan — Form 5500 plan (Tcw Admin, Inc.)
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, Tcw Retirement Plan is a benefit plan reported by Tcw Admin, Inc. under EIN 47-2418521 and plan number 001. The latest loaded filing year is 2023. The filing reports 706 participants and $17,835,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tcw Admin, Inc.
- EIN
- 47-2418521
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 706
- End-of-year plan assets
- $17,835,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 706 | H, C | 20241010103730NAL0020832961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,835,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,835,651
- Net assets (BOY)
- $15,868,449
Income & contributions
- Employer contributions
- $215,000
- Participant contributions
- $1,529,873
- Total contributions
- $1,747,877
- Total income / additions
- $4,223,984
Expenses & distributions
- Benefits paid
- $2,149,679
- Administrative expenses
- $107,103
- Total expenses
- $2,256,782
- Net increase / (decrease)
- $1,967,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $50,024 | not reported in the loaded dataset | 2023 |
| Gibson Capital | ADVISOR | $39,018 | not reported in the loaded dataset | 2023 |
| Mullins, Clemmons, & Mayes Pllc | AUDITOR | $13,250 | not reported in the loaded dataset | 2023 |
| Access Retirement Services, LLC | TPA | $10,986 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tcw Admin, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- The Vanguard Group — Schedule C compensation
- Gibson Capital — Schedule C compensation
- Mullins, Clemmons, & Mayes Pllc — Schedule C compensation
- Access Retirement Services, LLC — Schedule C compensation