Plan Ledger DOL Form 5500 · updated monthly

Tsg Developments Investments, Inc.401(k)

TSG DEVELOPMENTS INVESTMENTS, INC. 401(K) PLAN · · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Tsg Developments Investments, Inc. reported $25,402 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $692 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 1 year on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 148th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $3.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$68,981,346
Participants with balances882
Active participants1,909
Employer contributions$1,321,597
Employee contributions$4,778,851
Employer contribution per active participant$692
Average account balance$78,210
Benefits paid to participants$5,590,288
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$69.0M · 882 accts · $1.3M emplr
2022$59.1M · 812 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$25,402
Total administrative$25,402
The Tsg Developments Investments, Inc. 401(k) match · 2023
Employer contribution per active participant$692
Median for plans this size$3,659
2023$692 per active participant
2022$728 per active participant

Tsg Developments Investments, Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$25,402
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2023$25,402 · 0.04%
2022$18,660 · 0.03%
Same employer
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Longwood Gardens PA$69.7M · 0.29%
Iatse Local 8 Annuity Fund PA$69.3M · 0.42%
Missouri Botanical Garden MO$68.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980651204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.