How big is TAG Management, Inc.'s plan?

TAG Management, Inc.'s plan reported $2.7M in assets and 41 participants for 2024.

Original filing (PDF)20250731130522NAL0008555184001

TAG Management, Inc.

Name: TAG Management, Inc. — Plumb 401(k) Plan, Form 5500 (2024)
Creator: TAG Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plumb 401(k) Plan

401(k) retirement plan · TAG Management, Inc.'s Plumb 401(k) Plan held $2.7M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Robert Scherer signed TAG Management, Inc.'s 2024 Form 5500 as plan administrator.

Robert Scherer — 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

TAG Management, Inc.'s EIN is 33-0879925.

EIN 33-0879925

Plan number 001

Plan year 2024

ACK ID 20250731130522NAL0008555184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TAG Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TAG Management, Inc.'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 TAG MANAGEMENT, INC..

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score