Plan Ledger DOL Form 5500 · updated monthly

Tpg, Inc.401(k)

THE PHOENIX GROUP 401(K) PLAN · GREENWOOD, IN · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Tpg, Inc. reported $5,351 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,653 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 780th-largest of 1,562 plans among Indiana employers on file, and 7,096th of 11,654 in professional & technical services. In 2024, employees put in $2.92 for every $1.00 the employer contributed; active participation has shrunk from 241 to 188 since 2022.

Plan summary
Net assets, end of year$12,998,643
Participants with balances225
Active participants188
Employer contributions$310,825
Employee contributions$907,030
Employer contribution per active participant$1,653
Average account balance$57,772
Benefits paid to participants$785,900
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 225 accts · $311K emplr
2023$10.8M · 271 accts · $343K emplr
2022$8.3M · 215 accts · $318K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,351
Total administrative$5,351
The Tpg, Inc. 401(k) match · 2024
Employer contribution per active participant$1,653
Median for plans this size$2,416
2024$1,653 per active participant
2023$1,280 per active participant
2022$1,318 per active participant

Tpg, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,351

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$5,351 · 0.05%
2023$4,650 · 0.05%
2022$3,678 · 0.04%
Similar plansProfessional & Technical Services · Indiana
The Schneider Corporation IN$13.8M · 0.45%
Theoris, Inc. IN$13.7M · 0.28%
Dgperry, PLLC IN$13.1M · 0.43%
Stratosphere Quality, LLC IN$12.1M · 1.71%
Ambassador Enterprises, LLC IN$11.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611549017 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.