Form 5500 Search
Back to filter
Original filing (PDF)20260127083711NAL0002253729001

TRANSIT ENERGY GROUP LLC

Form 5500
FILING_RECEIVED
TEG 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.9 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
25 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 3.9 months past the 10.5-month grace window.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSIT ENERGY GROUP LLC.
Plan sponsor
Name
TRANSIT ENERGY GROUP LLC
EIN
84-1994382
Address
501 RIVER STREET · 3RD FLOOR · GREENVILLE, SC · 29601
Phone
(864) 626-5553
Industry
Retail Tradesee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-11-14
Filed
2026-01-27
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADMIN. GROUP, LLC DBA TAG RESOURCES42-1484983RECORD KEEPER$13K
TRANSAMERICA FINANCIAL LIFE INS. CO36-6071399RECORD KEEPER$6K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
RPA FINANCIAL LLC83-1143379INVESTMENT ADVISORY$332

Investments

25 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
BLACKROCK EQUITY DIVIDEND RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 935
Pooled Separate Account
$0
STATE STREET TARGET RET 2045 RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 081
Pooled Separate Account
$0
DFA U.S. TARGETED VAL PORT RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527
Pooled Separate Account
$0
FIDELITY 500 INDEX RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135
Pooled Separate Account
$0
FIDELITY MID CAP INDEX RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 138
Pooled Separate Account
$0
FIDELITY SMALL CAP INDEX RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 139
Pooled Separate Account
$0
FIDELITY TOTAL INTERNTL INDEX RET A
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 160
Pooled Separate Account
$0
DFA GLOBAL REAL ESTATE SECURITIES R
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 156
Pooled Separate Account
$0
JANUS HENDERSON TRITON RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830
Pooled Separate Account
$0
JPMORGAN LRG CAP GR RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580
Pooled Separate Account
$0
MFS INTERNATIONAL DIVERSIFICATION R
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123
Pooled Separate Account
$0
PIMCO INC RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668
Pooled Separate Account
$0
STATE STEET PRTN SERIES WITH TA AGG
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502
Pooled Separate Account
$0
STATE STEET PRTN SERIES WITH TA MOD
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504
Pooled Separate Account
$0
STATE STREET TARGET RET 2020 RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 076
Pooled Separate Account
$0
STATE STREET TARGET RET 2025 RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 077
Pooled Separate Account
$0
STATE STREET TARGET RET 2030 RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 078
Pooled Separate Account
$0
STATE STREET TARGET RET 2035 RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 079
Pooled Separate Account
$0
STATE STREET TARGET RET 2040 RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 080
Pooled Separate Account
$0
TCW METWEST TOTAL RETURN BND RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 772
Pooled Separate Account
$0
STATE STREET TARGET RET 2050 RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 082
Pooled Separate Account
$0
STATE STREET TARGET RET 2055 RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 083
Pooled Separate Account
$0
STATE STREET TARGET RET 2060 RET AC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 084
Pooled Separate Account
$0
STATE STREET TARGET RET INC RET ACC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 074
Pooled Separate Account
$0
FIDELITY U.S. BOND INDEX RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161
Pooled Separate Account
$0

Related plans