How big is TG Wells LLC's plan?

TG Wells LLC's plan reported $7K in assets and 5 participants for 2024.

Back to filter

Original filing (PDF)20250902084102NAL0024159632001

TG Wells LLC

Name: TG Wells LLC — Form 5500 (2024)
Creator: TG Wells LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TG Wells LLC

401(k) retirement plan · TG Wells LLC held $7K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Teanice Wells-Ernest signed TG Wells LLC's 2024 Form 5500 as plan administrator.

Teanice Wells-Ernest — 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 Wells LLC's EIN is 82-3831518.

EIN 82-3831518

Plan number 001

Plan year 2024

ACK ID 20250902084102NAL0024159632001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TG Wells 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 TG WELLS LLC.

Finding similar companies…

Plan health score

Above-average plan

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 (7th percentile).

Helping the score

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

Plan sponsor

Name

TG WELLS LLC

EIN

all filings

Address

125 S WARREN ST · TRENTON, NJ · 08608

Phone

(609) 989-0020

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-09-02

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

Robin Michelle Lonas Agency, LLC

Lonas Agency 401(k) Plan

$7K · 4 participants

Vespera Servicing

Vespera Servicing GHT Benefit Plan

$7K · 17 participants

CCAR Inc. DBA 3R Insurance Agency

CCAR Inc. DBA 3R Insurance Agency 401(k) Plan

$7K · 6 participants

Smedley Insurance Group, Inc.

Smedley Insurance Group 401(k) Plan

$7K

Johnson & Looney Agency LLC

$7K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.