Original filing (PDF)20250912113809NAL0001257537001

TG Therapeutics, Inc.

Name: TG Therapeutics, Inc. — TG Therapeutics, Inc., Form 5500 (2024)
Creator: TG Therapeutics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TG Therapeutics, Inc. Retirement Savings Plan

401(k) retirement plan · TG Therapeutics, Inc.'s TG Therapeutics, Inc. Retirement Savings Plan held $26.8M in plan assets for 335 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

335

Accounts w/ balance

359

Plan assets (EOY)

$26.8M

Net assets (EOY)

$26.8M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TG THERAPEUTICS, INC..

Plan sponsor

Name

TG THERAPEUTICS, INC.

EIN

36-3898269all filings

Address

2 GANSEVOORT ST., 9TH FLOOR · NEW YORK, NY · 10014

Phone

(212) 554-4484

Industry

Professional & Technical Services

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

2025-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$164	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

24 direct securities· $26.8M(100% of reported assets)

Mutual Funds

$20.5M

15 holdings

Common Collective Trusts

$4.9M

3 holdings

Other securities

$665K

4 holdings

Bonds / Notes

$351K

1 holding

Common Stocks

$349K

1 holding

					% of plan
Fidelity Freedom Index 2045 Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$4.2M	15.8%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$3.9M	14.7%
Fidelity Freedom Index 2040 Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$3.6M	13.6%
Fidelity Freedom Index 2035 Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$3.2M	12.0%
Fidelity Freedom Index 2030 Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.6M	6.1%
Fidelity Freedom Index 2050 Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.6M	5.9%
Fidelity Freedom Index 2055 Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.5M	5.8%
Vanguard US Growth Mutual Fund	Mutual Funds	—	—	$1.2M	4.6%
Fidelity Freedom Index 2025 Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$731K	2.7%
Fidelity Total Bond K6 Mutual Fund	Mutual Funds	—	—	$611K	2.3%
Fidelity Total International Index Mutual Fund	Mutual Funds	—	—	$604K	2.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$511K	1.9%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$465K	1.7%
Fidelity Freedom Index 2065 Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$395K	1.5%
JP Morgan Mid Cap Growth Mutual Fund	Other securities	—	—	$385K	1.4%
Participant Loans to participants, bearing interest from 5.75% to 9.50%	Bonds / Notes	—	—	$351K	1.3%
Columbia Dividend Invome Inc I3 Mutual Fund	Common Stocks	—	—	$349K	1.3%
Fidelity Freedom Index 2010 Institutional Premium Class Mutual Fund ** 599 * Fidelity Freedom Index 2020 Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$323K	1.2%
Fidelity Freedom Index 2060 Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$313K	1.2%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$238K	0.9%
Fidelity Government Money Market K6 Mutual Fund	Mutual Funds	—	—	$224K	0.8%
Allspring Special Mid Cap Value Fund Mutual Fund	Other securities	—	—	$120K	0.4%
AB Small Cap Growth Mutual Fund	Other securities	—	—	$87K	0.3%
Allspring Special Small Cap Value Fund Mutual Fund	Other securities	—	—	$73K	0.3%