How big is TAG Associates, LLC's plan?

TAG Associates, LLC's plan reported $33.3M in assets and 79 participants for 2024.

Original filing (PDF)20250917131755NAL0000540497001

TAG Associates, LLC

Name: TAG Associates, LLC — TAG Associates, LLC 401(k), Form 5500 (2024)
Creator: TAG Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TAG Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · TAG Associates, LLC's TAG Associates, LLC 401(k) Profit Sharing Plan held $33.3M in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$33.3M

Net assets (EOY)

$33.3M

People on this filing

David Basner signed TAG Associates, LLC's 2024 Form 5500 as plan administrator.

David Basner — 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 Associates, LLC's EIN is 52-2328316.

EIN 52-2328316

Plan number 001

Plan year 2024

ACK ID 20250917131755NAL0000540497001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TAG Associates, LLC'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 ASSOCIATES, LLC.

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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