2023 Form 5500 filing — Tag The Aspen Group 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015155807NAL0016817731001) for Tag The Aspen Group 401(K) Plan, reported by Team Tag Services, LLC under EIN 88-1639559 and plan number 003. It reports 22,427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155807NAL0016817731001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Team Tag Services, LLC
- EIN
- 88-1639559
- Plan number
- 003
- Location
- East Syracuse, NY
- Participants
- 22,427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $466,264,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $466,264,054
- Employer contributions
- $25,349,603
- Participant contributions
- $65,647,144
- Total income / additions
- $173,887,112
- Benefits paid
- $33,643,164
- Administrative expenses
- $801,981
- Total expenses
- $34,583,747
- Net increase / (decrease)
- $139,303,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $515,762 | $0 |
| Capfinancial Partners LLC | NONE | $78,718 | not reported in the loaded dataset |