How big is TAG Co. Inc.'s plan?

TAG Co. Inc.'s plan reported $665K in assets and 5 participants for 2025.

Original filing (PDF)20260420191805NAL0002748736001

TAG Co. Inc.

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

Form 5500-SF

FILING_RECEIVED

TAG Co Inc. 401(k) Plan

401(k) retirement plan · TAG Co. Inc.'s TAG Co Inc. 401(k) Plan held $665K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$665K

Net assets (EOY)

$665K

People on this filing

Lateef Harris signed TAG Co. Inc.'s 2025 Form 5500 as plan administrator.

Lateef Harris — 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 Co. Inc.'s EIN is 84-1422362.

EIN 84-1422362

Plan number 001

Plan year 2025

ACK ID 20260420191805NAL0002748736001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

TAG CO. INC.

EIN

all filings

Address

1727 CISCO ROAD · LAKETOWN, UT · 84038

Phone

(801) 244-1151

Industry

Transportation & Warehousing

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

2026-04-20

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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