Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › TPG Financial Advisors, LLC
TPG Financial Advisors, LLC
- Service provider, as named on Schedule C
- EIN 205282002
- Plan year 2024
- Direct compensation reported $399,407
Assets of those plans
$332,213,068
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$399,407
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 8 |
| 50 | Direct payment from the plan | 4 |
| 26 | Investment advisory (participants) | 2 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 15 | Recordkeeping and information management | 1 |
| 13 | Contract administrator | 1 |
| 28 | Investment management | 1 |
| 17 | Consulting (pension) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Therapeutic Associates, Inc. Profit Sharing and Employee Savings Benefit Plan | Therapeutic Associates | $125,180,471 | 1,320 | $8,750 |
| Metro West Ambulance Service Retirement Plan | Metro West Ambulance | $39,607,056 | 569 | $94,090 |
| Trail Blazers Savings and Retirement Plan | Trail Blazers | $38,870,278 | 356 | $65,140 |
| Strategic Pharmaceutical Solutions 401(k) Profit Sharing Plan and Trust | Strategic Pharmaceutical Solutions DBA Vetsource | $33,400,391 | 666 | $71,358 |
| Praxis Medical Group 401(k) Plan | Praxis Health | $30,076,006 | 594 | $27,645 |
| Interpath Laboratory, Inc. Profit Sharing Plan and Trust | Interpath Laboratory | $19,752,941 | 588 | $16,939 |
| Bulk Handling Systems 401(k) Profit Sharing Plan | Emerging Acquisitions | $15,046,816 | 214 | $26,481 |
| DCI 401(k) Profit Sharing Plan | DCI International | $11,405,503 | 168 | $33,964 |
| Bend Surgery Center, LLC Profit Sharing Planrecordkeeper | Bend Surgery Center | $10,826,280 | 175 | $27,036 |
| MMG Consolidated 401(k) Plan | Jaspers Food Management | $8,047,326 | 178 | $28,004 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.