Plan Ledger DOL Form 5500 · updated monthly

Tpg Service Group, LLC401(k)

TPG PLANNING & DESIGN, LLC PROFIT SHARING AND 401(K) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Tpg Service Group, LLC reported $65,705 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.08% to 0.15%. 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 1,457th-largest of 5,648 plans among New York employers on file, and the 2,964th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$45,613,094
Participants with balances438
Active participants199
Employer contributions$0
Employee contributions$2,098,447
Employer contribution per active participant$0
Average account balance$104,139
Benefits paid to participants$3,667,707
Plan auditUnmodified (clean) audit opinion
AuditorPERELSON WEINER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$45.6M · 438 accts
2023$40.9M · 425 accts · $500K emplr
2022$34.8M · 398 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,900
Investment management$63,805
Total administrative$65,705
The Tpg Service Group, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$2,463 per active participant
2022$2,632 per active participant

Tpg Service Group, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$61,454
EMPOWER ADVISORY GROUP, LLC · Investment management$2,351

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$65,705 · 0.15%
2023$115,002 · 0.30%
2022$28,696 · 0.08%
Same employer
Similar plansProfessional & Technical Services · New York
Wendel, LLC NY$45.1M · 0.25%
Globe Tax Services, Inc. NY$45.0M · 0.00%
M/E Engineering, P.C. NY$44.5M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134027249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.