Plan5500

Tag The Aspen Group 401(K) Plan — Form 5500 plan (Team Tag Services, 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, Tag The Aspen Group 401(K) Plan is a benefit plan reported by Team Tag Services, LLC under EIN 88-1639559 and plan number 003. The latest loaded filing year is 2023. The filing reports 22,427 participants and $466,264,054 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Team Tag Services, LLC
EIN
88-1639559
Plan number
003
Plan type
3
Location
East Syracuse, NY
Latest filing year
2023
Participants
22,427
End-of-year plan assets
$466,264,054

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202322,427H, C20241015155807NAL0016817731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$466,264,054
Total liabilities (EOY)
$0
Net assets (EOY)
$466,264,054
Net assets (BOY)
$326,960,689

Income & contributions

Employer contributions
$25,349,603
Participant contributions
$65,647,144
Total contributions
$102,578,196
Total income / additions
$173,887,112

Expenses & distributions

Benefits paid
$33,643,164
Administrative expenses
$801,981
Total expenses
$34,583,747
Net increase / (decrease)
$139,303,365

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$515,762$02023
Capfinancial Partners LLCNONE$78,718not reported in the loaded dataset2023

Related Form 5500 pages