How big is TSG Wealth Management, LLC's plan?

TSG Wealth Management, LLC's plan reported $7.8M in assets for 2024.

Original filing (PDF)20250711232127NAL0007726081092

TSG Wealth Management, LLC

Name: TSG Wealth Management, LLC — TSG Wealth Management, Form 5500 (2024)
Creator: TSG Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TSG Wealth Management 401(k) Plan

401(k) retirement plan · TSG Wealth Management, LLC's TSG Wealth Management 401(k) Plan reported $7.8M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan identifiers

TSG Wealth Management, LLC's EIN is 83-4422092.

EIN 83-4422092

Plan number 001

Plan year 2024

ACK ID 20250711232127NAL0007726081092

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TSG Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TSG WEALTH MANAGEMENT, LLC.

Finding similar companies…

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