Original filing (PDF)20251010180727NAL0008081873001

TSP INSTITUTE, INC.

Name: TSP INSTITUTE, INC. — TSP INSTITUTE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: TSP INSTITUTE, INC.

Form 5500

FILING_RECEIVED

TSP INSTITUTE, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

~202 bps in Sched C fees

Active participants

175

Accounts w/ balance

227

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

How this plan invests

This plan

1 collective trust

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)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TSP INSTITUTE, INC..

Plan sponsor

Name

TSP INSTITUTE, INC.

EIN

85-0487541

Address

132 MIRROR LAKE DR. NORTH, STE 201 · ST. PETERSBURG, FL · 33701

Phone

(727) 820-6130

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

FIDUCIARY CONSULTING GROUP

EIN

20-2807852

City

MURFREESBORO, TN

Phone

(615) 848-0015

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$28K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FREEGULLIVER	—	NEW ORLEANS, LA	INVESTMENT ADVISOR	$14K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $70K(2% of reported assets)

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.

Investment	Type	Current value	% of plan
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	$70K	2.0%

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