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Original filing (PDF)20251015082855NAL0008655490002
TPG HOLDINGS, LLC
Form 5500
FILING_RECEIVED
TPG HOLDINGS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
675
Accounts w/ balance
1,022
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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 (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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TPG HOLDINGS, LLC.
Plan sponsor
Name
TPG HOLDINGS, LLC
EIN
27-0372200
Address
15201 E 11 MILE RD · ROSEVILLE, MI · 48066
Phone
(248) 502-1806
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $13K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
Investments
27 direct securities· $2.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $412K | 17.0% | |
| T. Rowe Price T. Rowe Price Ret 2030 | — | — | — | $347K | 14.3% | |
| T. Rowe Price T. Rowe Price Ret 2040 | — | — | — | $295K | 12.1% | |
| T. Rowe Price T. Rowe Price Ret 2015 * 695 T. Rowe Price T. Rowe Price Ret 2020 | — | — | — | $208K | 8.6% | |
| T. Rowe Price T. Rowe Price Ret 2025 | — | — | — | $136K | 5.6% | |
| T. Rowe Price T. Rowe Price Ret 2045 | — | — | — | $123K | 5.1% | |
| T. Rowe Price T. Rowe Price Ret 2050 | — | — | — | $110K | 4.5% | |
| T. Rowe Price T. Rowe Price Ret 2035 | — | — | — | $101K | 4.2% | |
| Standard Insurance Company Unallocated investment contract - Standard Insurance Company Stable Asset Fund I | — | — | — | $100K | 4.1% | |
| T. Rowe Price T. Rowe Price Ret 2055 | — | — | — | $91K | 3.7% | |
| T. Rowe Price T. Rowe Price Ret 2060 | — | — | — | $89K | 3.7% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth | — | — | — | $70K | 2.9% | |
| Vanguard Selected Value Fund | — | — | — | $58K | 2.4% | |
| Participants Participant notes receivable bearing interest at rates from 9.00 to 10.50 percent - | — | — | — | $55K | 2.3% | |
| Voya Mid Cap Opportunities I | — | — | — | $47K | 1.9% | |
| JPMorgan Large Cap Value R3 | — | — | — | $34K | 1.4% | |
| BlackRock Adv Small Cap Core Institutional | — | — | — | $33K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | — | — | — | $29K | 1.2% | |
| Federated International Federated Hermes International Equity IS | — | — | — | $26K | 1.1% | |
| Fidelity US Bond Index | — | — | — | $18K | 0.7% | |
| T. Rowe Price T. Rowe Price Ret 2065 | — | — | — | $11K | 0.4% | |
| T. Rowe Price T. Rowe Price Ret 2010 | — | — | — | $9K | 0.4% | |
| Fidelity Extended Market Index | — | — | — | $8K | 0.3% | |
| Fidelity Total International Index | — | — | — | $7K | 0.3% | |
| JPMorgan US Equity R4 * 727 PIMCO Real Return A * 104 State Street State Street Instl US Govt Money Market Premier | — | — | — | $5K | 0.2% | |
| Goldman Sachs Goldman Sachs Bond Institutional | — | — | — | $4K | 0.1% | |
| BlackRock High Yield Bond Investor A | — | — | — | $2K | <0.1% |
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