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Original filing (PDF)20250819083134NAL0002097409001
TGW SYSTEMS, INC.
Form 5500
FILING_RECEIVED
TGW SYSTEMS, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
240
Accounts w/ balance
247
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TGW SYSTEMS, INC..
Plan sponsor
Name
TGW SYSTEMS, INC.
EIN
20-3056285
Address
3001 ORCHARD VISTA DRIVE SE, SUITE · GRAND RAPIDS, MI · 49546
Phone
(616) 402-5155
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
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)
Auditor
BRICKLEY DELONG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $18K | — |
Investments
21 direct securities · 1 pooled fund· $17.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.1M
21 holdings
Common Collective Trust
$660K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| J.P. Morgan SmartRetirement 2035 R6 135,642.180 | — | — | — | $2.7M | 15.7% | |
| J.P. Morgan SmartRetirement 2055 R6 95,747.753 | — | — | — | $2.6M | 15.3% | |
| J.P. Morgan Equity Index R6 16,414.586 | — | — | — | $1.4M | 8.5% | |
| J.P. Morgan SmartRetirement 2050 R6 60,286.213 | — | — | — | $1.4M | 8.0% | |
| J.P. Morgan SmartRetirement 2045 R6 60,397.039 | — | — | — | $1.3M | 7.7% | |
| Alger Capital Appreciation Institutional Fund Class Y 27,478.084 $ | — | — | — | $1.3M | 7.4% | |
| J.P. Morgan SmartRetirement 2040 R6 35,970.815 | — | — | — | $777K | 4.5% | |
| Vanguard Small Cap Growth Index Admiral 7,194.675 | — | — | — | $708K | 4.1% | |
| American Funds New Perspective Fund Class R6 11,245.110 | — | — | — | $699K | 4.1% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $660K | 3.9% | |
| 1JPM-F | — | — | $601K | $652K | 3.8% | |
| J.P. Morgan SmartRetirement 2030 R6 29,732.577 | — | — | — | $547K | 3.2% | |
| J.P. Morgan SmartRetirement 2060 R6 19,949.241 | — | — | — | $458K | 2.7% | |
| Vanguard Mid Cap Index Admiral 1,387.564 | — | — | — | $454K | 2.7% | |
| J.P. Morgan Equity Income R6 16,244.254 | — | — | — | $389K | 2.3% | |
| Vanguard Small Cap Index Admiral 3,221.300 | — | — | — | $371K | 2.2% | |
| J.P. Morgan SmartRetirement 2025 R6 19,738.458 | — | — | — | $329K | 1.9% | |
| J.P. Morgan Mortgage-Backed Securities R6 26,431.031 | — | — | — | $265K | 1.6% | |
| Hartford Midcap HLS Fund Class IA 8,020.470 | — | — | — | $228K | 1.3% | |
| J.P. Morgan Mid Cap Value R6 5,374.626 | — | — | — | $197K | 1.2% | |
| J.P. Morgan SmartRetirement Income R6 10,460.076 | — | — | — | $161K | 0.9% | |
| American Funds Europacific Growth Fund Class R6 2,842.942 | — | — | — | $153K | 0.9% |
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