How big is TG Benefits, Inc. DBA Peak Retirement Group's plan?

TG Benefits, Inc. DBA Peak Retirement Group's plan reported $837K in assets and 8 participants for 2025.

Original filing (PDF)20260316111246NAL0001089249001

TG Benefits, Inc. DBA Peak Retirement Group

Name: TG Benefits, Inc. DBA Peak Retirement Group — Form 5500 Plan 001 (2025)
Creator: TG Benefits, Inc. DBA Peak Retirement Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak Retirement Group 401(k) Plan

401(k) retirement plan · TG Benefits, Inc. DBA Peak Retirement Group's Peak Retirement Group 401(k) Plan held $837K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

People on this filing

Olivia Schwartz signed TG Benefits, Inc. DBA Peak Retirement Group's 2025 Form 5500 as plan administrator.

Olivia Schwartz — 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

TG Benefits, Inc. DBA Peak Retirement Group's EIN is 81-0831793.

EIN 81-0831793

Plan number 001

Plan year 2025

ACK ID 20260316111246NAL0001089249001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TG Benefits, Inc. DBA Peak Retirement Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

TG Benefits, Inc. DBA Peak Retirement Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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