How big is TAG Alliance's plan?

TAG Alliance's plan reported $528K in assets and 75 participants for 2025.

Original filing (PDF)20260413113839NAL0010345235001

TAG Alliance

Name: TAG Alliance — TAG Alliance 401(k) Plan, Form 5500 (2025)
Creator: TAG Alliance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TAG Alliance 401(k) Plan

401(k) retirement plan · TAG Alliance's TAG Alliance 401(k) Plan held $528K in plan assets for 75 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$528K

Net assets (EOY)

$528K

Plan identifiers

TAG Alliance's EIN is 81-3908278.

EIN 81-3908278

Plan number 001

Plan year 2025

ACK ID 20260413113839NAL0010345235001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TAG Alliance from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

TAG Alliance's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAG ALLIANCE.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

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

Plan sponsor

Name

TAG ALLIANCE

EIN

all filings

Address

5114 E. CLINTON WAY, SUITE 111 · FRESNO, CA · 93727

Phone

(559) 455-1700

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-13

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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