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Original filing (PDF)20251015101209NAL0002222739001
TEAM TAG SERVICES, LLC
Form 5500
FILING_RECEIVED
TAG THE ASPEN GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
20,823
Accounts w/ balance
11,636
Plan assets (EOY)
$596.9M
Net assets (EOY)
$596.9M
How this plan invests
This plan
35 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 10 bps in Schedule C fees — 74% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAM TAG SERVICES, LLC.
Plan sponsor
Name
TEAM TAG SERVICES, LLC
EIN
88-1639559
Address
281 SANDERS CREEK PARKWAY · EAST SYRACUSE, NY · 13057
Phone
(315) 454-6000
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
FIRLEY,MORAN,FREER & EASSA CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $542K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $81K | — |
Investments
9 direct securities · 35 pooled funds· $684.8M(100% 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.
Common Collective Trust
$526.2M
35 holdings
Uncategorized
$158.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northern Trust S&P 500 IDX 4 Common Trust | — | — | — | $65.7M | 11.0% | |
| NT COLLECTIVE S&P 500 INDEX FUND L NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $65.7M | 11.0% | |
| HARB0R CAP APPRECIATION CIT R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $59.4M | 10.0% | |
| TRP RETIREMENT HYB 2055 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $57.9M | 9.7% | |
| TRP RETIREMENT HYB 2050 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $53.1M | 8.9% | |
| TRP RETIREMENT HYB 2045 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $41.4M | 6.9% | |
| Dodge & Cox INTL Stock I Mutual Fund | — | — | — | $34.3M | 5.7% | |
| TRP RETIREMENT HYB 2060 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $34.0M | 5.7% | |
| TRP RETIREMENT HYB 2040 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $31.8M | 5.3% | |
| MFS LARGE CAP VALUE FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $27.2M | 4.6% | |
| TRP STABLE VALUE FUND - N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $26.6M | 4.5% | |
| TRP RETIREMENT HYB 2035 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $25.5M | 4.3% | |
| TRP RETIREMENT HYB 2030 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $17.1M | 2.9% | |
| TRP INST Small-Cap Stock Fund Mutual Fund | — | — | — | $17.0M | 2.9% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $15.9M | 2.7% | |
| TRP RETIREMENT HYB 2065 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $14.9M | 2.5% | |
| Northern Trust EXT Eq IDK 4 Common Trust | — | — | — | $14.5M | 2.4% | |
| NT COLL EXT EQ MRKT IND DC NL NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $14.5M | 2.4% | |
| FIAM CORE PLUS CIT CL I GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139854 / PN 633 | Common Collective Trust | — | — | $12.4M | 2.1% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $11.1M | 1.9% | |
| Receivables -- notes from participants Interest rates ranging from 4.25% to 10.5% | — | — | — | $9.6M | 1.6% | |
| American Beacon Small Cap Val R Mutual Fund | — | — | — | $8.8M | 1.5% | |
| TRP RETIREMENT HYB 2025 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $7.6M | 1.3% | |
| NT ACWI Ex-Us IMI FD DC NL T4 Common Trust | — | — | — | $4.2M | 0.7% | |
| NT ALL CTRY EXUS INV MKT IND NL NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $4.2M | 0.7% | |
| NT Agg Bond Index Fund NL T4 Common Trust | — | — | — | $3.4M | 0.6% | |
| NT COLLECTIVE AGGREGATE BOND IND NL NORTHERN TRUST INVESTMENTS INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $3.4M | 0.6% | |
| TRP RETIREMENT HYB 2020 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $2.2M | 0.4% | |
| TRP U.S. Treasury Money Fund Mutual Fund | — | — | — | $1.0M | 0.2% | |
| TRP RETIREMENT HYB 2015 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $221K | <0.1% | |
| TRP RETIREMENT HYB 2005 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $10K | <0.1% | |
| TRP RETIREMENT HYB 2010 TR-T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $6K | <0.1% | |
| VANGUARD TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |