How big is TSG Advice Partners, LLC's plan?

TSG Advice Partners, LLC's plan reported $2.6M in assets and 23 participants for 2024.

Original filing (PDF)20251006115547NAL0006386496001

TSG Advice Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

TSG Advice Partners, LLC 401(k) Plan

401(k) retirement plan · TSG Advice Partners, LLC's TSG Advice Partners, LLC 401(k) Plan held $2.6M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

ISAO Shoji signed TSG Advice Partners, LLC's 2024 Form 5500 as plan administrator.

ISAO Shoji — 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

TSG Advice Partners, LLC's EIN is 84-3636150.

EIN 84-3636150

Plan number 001

Plan year 2024

ACK ID 20251006115547NAL0006386496001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TSG Advice Partners, 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 TSG ADVICE PARTNERS, LLC.

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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