Jane Foxen signed TMG Insurance Services, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TMG Insurance Services, LLC's EIN is 42-0645088.
Download the official 2023 Form 5500 (PDF) for TMG Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)TMG Insurance Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 20-8764829 | — | INVESTMENT ADVISORY | $64K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | ACCOUNTANT | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COLL S&P 500 IDX FD TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $20.6M | 11.9% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2040 Fund | Common Stocks | — | — | $13.8M | 8.0% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $13.8M | 8.0% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2030 Fund | Common Stocks | — | — | $12.5M | 7.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $12.5M | 7.2% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2025 Fund | Common Stocks | — | — | $10.7M | 6.2% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $10.7M | 6.2% | |
| Vanguard Group Vanguard Windsor II Admiral Fund | Mutual Funds | — | — | $10.4M | 6.0% | |
| MFS Investment Management MFS Growth R6 Fund | Mutual Funds | — | — | $10.4M | 6.0% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2035 Fund | Common Stocks | — | — | $10.1M | 5.8% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $10.1M | 5.8% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8.3M | 4.8% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2045 Fund | Common Stocks | — | — | $6.3M | 3.6% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $6.3M | 3.6% | |
| JP Morgan Investment Mgmt. Inc. JP Morgan Mid Cap Growth R6 Fund | Common Stocks | — | — | $5.4M | 3.1% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2050 Fund | Common Stocks | — | — | $5.1M | 3.0% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.1M | 3.0% | |
| MFS Investment Management MFS International Diversification R6 Fund | Mutual Funds | — | — | $4.7M | 2.7% | |
| T. Rowe Price Funds T. Rowe Price International Discovery Institutional Fund | Other securities | — | — | $4.7M | 2.7% | |
| NT COLL S&P 400 IDX FD TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $4.7M | 2.7% | |
| NT COL RUSSELL 2000 IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $4.4M | 2.5% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $3.8M | 2.2% | |
| JP Morgan Investment Mgmt. Inc. JP Morgan Core Plus Bond R6 Fund | Common Stocks | — | — | $3.7M | 2.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $3.7M | 2.1% | |
| Vanguard Group Vanguard Balanced Index Admiral Fund | Mutual Funds | — | — | $3.5M | 2.0% | |
| T. Rowe Price Funds T. Rowe Price Mid-Cap Value I Fund | Other securities | — | — | $3.4M | 2.0% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2020 Fund | Common Stocks | — | — | $3.4M | 1.9% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $3.4M | 1.9% | |
| Congress Small Cap Growth Institutional Fund | Other securities | — | — | $2.7M | 1.6% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2055 Fund | Common Stocks | — | — | $2.6M | 1.5% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 1.5% | |
| Delaware Management Company Delaware Small Cap Value R6 Fund | Common Stocks | — | — | $1.8M | 1.0% | |
| NT COL ACWI EXUS IV MKT IX T3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.7M | 1.0% | |
| Northern Trust Global Investments NT Aggregate Bond Index Tier 3 | Other securities | — | — | $1.6M | 0.9% | |
| NT COLL AGGREGT BD IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $1.6M | 0.9% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2060 Fund | Common Stocks | — | — | $1.4M | 0.8% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.4M | 0.8% | |
| MassMutual Financial Group MassMutual Global Floating Rate Fund | Bonds / Notes | — | — | $1.3M | 0.8% | |
| Lord Abbett & Co., LLC Lord Abbett Short Duration Income R6 Fund | Mutual Funds | — | — | $1.3M | 0.7% | |
| American Beacon American Beacon SiM High Yield Opportunities R5 Fund | Other securities | — | — | $1.3M | 0.7% | |
| Principal Global Investors Trust Company Principal Trust Lifetime Hybrid Income | Common Stocks | — | — | $1.2M | 0.7% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.2M | 0.7% | |
| from 2024 to 2036 | Other securities | — | — | $1.2M | 0.7% | |
| Principal Life Insurance Company Principal Financial Group, Inc. Stock Separate Account | Pooled Separate Accounts | — | — | $974K | 0.6% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $974K | 0.6% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2065 Fund | Common Stocks | — | — | $364K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $364K | 0.2% | |
| JP Morgan Investment Mgmt. Inc. JP Morgan Emerging Markets Equity R6 Fund | Common Stocks | — | — | $318K | 0.2% | |
| Principal Global Investors Trust Company Principal Trust Hybrid 2015 Fund | Common Stocks | — | — | $175K | 0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $175K | 0.1% |
