· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TKG MANAGEMENT LLC — TKG MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250612094127NAL0014657427001
TKG MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
TKG MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
18
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TKG MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
TKG MANAGEMENT LLC
EIN
20-4098438
Address
10 MEMORIAL BLVD, · STE 901 · PROVIDENCE, RI · 02903
Phone
(401) 427-1612
Industry
Finance & Insurance
see all
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
2025-06-12
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
NAVIAN CAPITAL, LLC
NAVIAN CAPITAL, LLC 401(K) P/S PLAN
$6.2M · 66 participants
CUMBERLAND ADVISORS, INC.
CUMBERLAND ADVISORS 401(K) PLAN
$6.2M · 40 participants
BEAUPORT FINANCIAL SERVICES, LLC
BEAUPORT FINANCIAL SERVICES, LLC 401 (K) PROFIT SHARING PLAN
$6.2M · 11 participants
PATRIOT FINANCIAL MANAGER, L.P.
PATRIOT FINANCIAL MANAGER LP 401(K)
$6.2M · 13 participants
BENEDICT FINANCIAL ADVISORS, INC.
BENEDICT FINANCIAL 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.2M · 7 participants
TRANSLINK CAPITAL, L.L.C.
TRANSLINK CAPITAL 401(K) PROFIT SHARING PLAN
$6.2M · 17 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
