How big is TSG Enterprises, LLC's plan?

TSG Enterprises, LLC's plan reported $8.5M in assets and 879 participants for 2024.

Original filing (PDF)20250723082511NAL0009624530001

TSG Enterprises, LLC

Name: TSG Enterprises, LLC — TSG Enterprises 401(k) Plan, Form 5500 (2024)
Creator: TSG Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TSG Enterprises 401(k) Plan

401(k) retirement plan · TSG Enterprises, LLC's TSG Enterprises 401(k) Plan held $8.5M in plan assets for 879 participants in 2024, with Principal as recordkeeper.

Signals · 1

Late participant contributions

Active participants

879

Accounts w/ balance

216

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

John Claflin signed TSG Enterprises, LLC's 2024 Form 5500 as plan administrator.

John Claflin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TSG Enterprises, LLC's EIN is 20-2936675.

EIN 20-2936675

Plan number 001

Plan year 2024

ACK ID 20250723082511NAL0009624530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TSG Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TSG Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TSG ENTERPRISES, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

TSG ENTERPRISES, LLC

EIN

all filings

Address

89 CROSS STREET · HOLLISTON, MA · 017462230

Phone

(507) 541-6100

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$33K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST REPUBLIC INVESTMENT MGMT	22-3623353	—	INVESTMENT ADVISORY	$20K	—
J.P. MORGAN SECURITIES LLC

Investments

27 direct securities· $8.5M(100% of reported assets)

Common Collective Trusts

$7.4M

14 holdings

Mutual Funds

$498K

5 holdings

Other securities

$374K

5 holdings

Common Stocks

$163K

2 holdings

Bonds / Notes

$101K

1 holding

					% of plan
Fidelity Investments Fidelity Frdm Idx 2055 Ins Pre - Mutual Fund	Common Collective Trusts	—	—	$1.3M	15.0%
Fidelity Investments Fidelity Frdm Idx 2040 Ins Pre - Mutual Fund	Common Collective Trusts	—	—	$1.0M	12.3%
Fidelity Investments Fidelity 500 Index Fund - Mutual Fund	Common Collective Trusts	—	—	$896K	10.5%
Fidelity Investments Fidelity Frdm Idx 2050 Ins Pre - Mutual Fund	Common Collective Trusts	—	—	$632K	7.4%
Fidelity Investments Fidelity LC Gr Index Fund - Mutual Fund	Common Collective Trusts	—	—	$631K	7.4%
Fidelity Investments Fidelity Frdm Idx 2035 Ins Pre - Mutual Fund	Common Collective Trusts	—	—	$576K	6.8%
Fidelity Investments Fidelity Frdm Idx 2045 Ins Pre - Mutual Fund	Common Collective Trusts	—	—	$575K	6.8%
Fidelity Investments Fidelity Frdm Idx 2025 Ins Pre - Mutual Fund	Common Collective Trusts	—	—	$562K	6.6%
Fidelity Investments Fidelity Frdm Idx 2030 Ins Pre - Mutual Fund	Common Collective Trusts	—	—	$434K	5.1%
Fidelity Investments Fidelity Frdm Idx 2060 Ins Pre - Mutual Fund	Common Collective Trusts	—	—	$356K	4.2%
BlackRock Liqdty Fds Ins FedFd - Mutual Fund	Other securities	—	—	$176K	2.1%
Fidelity Investments Fidelity Mid Cp Index Fund - Mutual Fund	Common Collective Trusts	—	—	$165K	1.9%
Dodge & Cox Dodge & Cox Stock X Fund - Mutual Fund	Mutual Funds	—	—	$150K	1.8%
The American Funds American Funds NewWorld R6 - Mutual Fund	Mutual Funds	—	—	$142K	1.7%
William Blair & Company William Blair SmMd Cap Gr I Fd - Mutual Fund	Common Stocks	—	—	$110K	1.3%
First Eagle First Eagle Overseas R6 Fund - Mutual Fund	Other securities	—	—	$110K	1.3%
Fidelity Investments Fidelity Sm Cap Index Fund - Mutual Fund	Common Collective Trusts	—	—	$105K	1.2%
Notes receivable from participants Interest Rates (5.25% to 10.50%)	Bonds / Notes	—	—	$101K	1.2%
Fidelity Investments Fidelity Frdm Idx 2065 Ins Pre - Mutual Fund	Common Collective Trusts	—	—	$99K	1.2%
Dimensional Fund Advisors DFA US SmCap Value I Fund - Mutual Fund	Mutual Funds	—	—	$98K	1.2%
Dodge & Cox Dodge & Cox Income X Fund - Mutual Fund	Mutual Funds	—	—	$70K	0.8%
Goldman Sachs Goldman Sachs GQG Prt Int O R6 - Mutual Fund	Other securities	—	—	$54K	0.6%
Federated Securities Corporation Fed Hms Inst Hi Yld Bd R6 Fund - Mutual Fund	Common Stocks	—	—	$53K	0.6%
PIMCO Funds PIMCO Income Institutional Fd - Mutual Fund	Mutual Funds	—	—	$37K	0.4%
Fidelity Investments Fidelity Inf-Pr Bond Index Fund - Mutual Fund	Common Collective Trusts	—	—	$25K	0.3%
Cohen & Steers Cohen & Steers I Realty Sh Fd - Mutual Fund	Other securities	—	—	$21K	0.2%
PGIM Funds PGIM Jennison Intl Opp R6 Fnd - Mutual Fund	Other securities	—	—	$13K	0.2%