Original filing (PDF)20250924124603NAL0009230419001

TCW ADMIN, INC.

Name: TCW ADMIN, INC. — TCW RETIREMENT PLAN, Form 5500 (2024)
Creator: TCW ADMIN, INC.

Form 5500

FILING_RECEIVED

TCW RETIREMENT PLAN

401(k) retirement plan

Signals · 2

39% in single holding~84 bps in Sched C fees

Active participants

520

Accounts w/ balance

715

Plan assets (EOY)

$19.5M

Net assets (EOY)

$19.5M

How this plan invests

This plan

13 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Vanguard Vanguard Total Stock Mkt Index Adm" is 39% of plan.
84 bps in Schedule C fees — 190% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TCW ADMIN, INC..

Plan sponsor

Name

TCW ADMIN, INC.

EIN

47-2418521

Address

22 STANLEY STREET · NASHVILLE, TN · 372102133

Phone

(615) 255-1122

Industry

Transportation & Warehousingsee all

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

MULLINS, CLEMMONS & MAYES, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP	23-1945930	—	RECORDKEEPER	$56K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GIBSON CAPITAL	—	WEXFORD, PA	ADVISOR	$72K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACCESS RETIREMENT SERVICES, LLC	62-1700633	—	TPA	$22K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MULLINS, CLEMMONS, & MAYES PLLC	—	BRENTWOOD, TN	AUDITOR	$15K	—

Investments

13 direct securities· $19.4M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Mkt Index Adm	—	—	—	$7.5M	38.5%
PIMCO Investments Pimco Short Term Fund Inst	—	—	—	$1.8M	9.4%
Vanguard St-Term Inv Grade Admiral	—	—	—	$1.8M	9.3%
DFA Investment DFA Emerging Markets Value Portfolio I	—	—	—	$1.4M	7.2%
Bridgeway Omni Small Cap Value	—	—	—	$1.3M	6.9%
Baird Funds Baird Aggregate Bond Inst	—	—	—	$1.2M	6.1%
Vanguard Developed Mkts Index Adm	—	—	—	$1.1M	5.5%
DFA Investment DFA Intl Small Cap Value Portfolio Instl	—	—	—	$989K	5.1%
Vanguard Real Estate Index Admiral	—	—	—	$577K	3.0%
Pioneer Cat Bond Fund Class Y Shares	—	—	—	$464K	2.4%
DFA Investment DFA Intl Real Estate Securities Instl	—	—	—	$410K	2.1%
Vanguard Inflation-Protected Sec Adm	—	—	—	$377K	1.9%
PIMCO Investments Pimco Diversified Inc Instl	—	—	—	$359K	1.8%