TPG Global, LLC 401(k) Review & Grade
TPG Global, LLC 401(k) Profit Sharing Plan
Fort Worth, TXFinance & Insurance1,206 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$11,686Employer $ per active participant
$13,129Employee $ saved per active participant
0.04%Direct admin cost, % of plan assets
$644.8MNet plan assets, end of year
$278,881Average balance per account
Score breakdown
- Employer generosity47.3 / 5095th percentile for employer $ per participant
- Low cost22.4 / 2590th percentile for low admin cost vs. same-size plans
- Employee saving12.9 / 1586th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score83 / 100 · Grade A
This plan vs. peers
Peers: Finance & Insurance plans with 500–2,499 active participants (754 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 95th |
| Lower admin cost | 90th |
| Employee saving | 86th |
| Peers that auto-enroll | 62% |
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Red flags from the filing
Corrective distributions: the plan refunded $1,632 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- TPG Global put in about $11,686 per active participant, more than the typical peer ($3,606). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $14,098,556 |
| Participant (employee) contributions | $15,840,552 |
| Other contributions (incl. rollovers in) | $2,577,746 |
| Administrative expenses paid from the plan | $207,818 |
| Investment advisory & management fees | $324,122 |
| Benefits paid out | $33,428,437 |
| Net assets, start / end of year | $343.2M / $644.8M |
| Active participants, start / end of year | 885 / 1,528 |
| Participants with account balances | 2,312 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Deloitte & Touche LLP |
Largest service providers (Schedule C)
| Strategic Advisors, Inc. | $45,913 reported compensation |
| Fidelity Investments Institutional | −$116,304 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251015091809NAL0004163729001, received 2025-10-15, EIN 90-0775526, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.