Original filing (PDF)20241115125734NAL0001747378001

TGRM LLC

Name: TGRM LLC — TGRM LLC 401(k) Profit Sharing Plan, Form 5500 (2023)
Creator: TGRM LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TGRM LLC 401(k) Profit Sharing Plan

401(k) retirement plan · TGRM LLC's TGRM LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Susan McKinney signed TGRM LLC's 2023 Form 5500 as plan administrator.

Susan McKinney — 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

TGRM LLC's EIN is 27-2363092.

EIN 27-2363092

Plan number 001

Plan year 2023

ACK ID 20241115125734NAL0001747378001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for TGRM LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

TGRM 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 TGRM LLC.

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Plan health score

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

TGRM LLC

EIN

all filings

Address

303 N. HENRY STREET · MADISON, WI · 53703

Phone

(608) 217-1031

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-31

Filed

2024-11-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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