How big is TVG Inc.'s plan?

TVG Inc.'s plan reported $4.2M in assets and 59 participants for 2023.

Original filing (PDF)20240614140605NAL0032307361001

TVG Inc.

Name: TVG Inc. — The Vested Group Inc., 401(k), Form 5500 (2023)
Creator: TVG Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Vested Group Inc., 401(k)

401(k) retirement plan · TVG Inc.'s The Vested Group Inc., 401(k) held $4.2M in plan assets for 59 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Monica Vaughan signed TVG Inc.'s 2023 Form 5500 as plan administrator.

Monica Vaughan — 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

TVG Inc.'s EIN is 36-4705804.

EIN 36-4705804

Plan number 001

Plan year 2023

ACK ID 20240614140605NAL0032307361001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

TVG Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TVG INC.

EIN

all filings

Address

1001 18TH ST · PLANO, TX · 75074

Phone

(864) 346-0187

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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