What public Form 5500 filings show about the TG Benefits, Inc. DBA Peak Retirement Group 401(k) plan — and how to find and check your own account.
TG Benefits, Inc. DBA Peak Retirement Group (EIN 81-0831793) reports PEAK RETIREMENT GROUP 401(K) PLAN on its most recent Form 5500, with $837K in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full TG Benefits, Inc. DBA Peak Retirement Group filing — schedules, fees, and providers.
TG Benefits, Inc. DBA Peak Retirement Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask TG Benefits, Inc. DBA Peak Retirement GroupHR for the recordkeeper’s name and login.
