TPG FINANCIAL ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
42
Active participants
27,612
Total plan assets
$730.0M
Filings (rows)
42
Direct comp
$1.4M
Indirect comp
$98
SERVICES PROVIDED
Advisor / Consultant30
Other11
TPA / Administrator1
Top plans served
All 42 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE PORTLAND CLINIC LLP THE PORTLAND CLINIC LLP RETIREMENT PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISORY | 490 | $83.6M | $51K |
| METRO WEST AMBULANCE, INC. METRO WEST AMBULANCE SERVICE RETIREMENT PLAN | HILLSBORO, OR | Other NONE | 1,208 | $39.6M | $94K |
| TRAIL BLAZERS INC. TRAIL BLAZERS SAVINGS AND RETIREMENT PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 570 | $38.9M | $65K |
| METRO WEST AMBULANCE, INC. METRO WEST AMBULANCE SERVICE RETIREMENT PLAN | HILLSBORO, OR | Other NONE | 1,055 | $38.1M | $63K |
| TRAIL BLAZERS INC. TRAIL BLAZERS SAVINGS AND RETIREMENT PLAN | PORTLAND, OR | Other NONE | 416 | $36.1M | $58K |
| PRAXIS HEALTH, P.C. PRAXIS MEDICAL GROUP 401(K) PLAN | PENDLETON, OR | Advisor / Consultant INVESTMENT ADVISOR | 503 | $34.0M | $28K |
| STRATEGIC PHARMACEUTICAL SOLUTIONS DBA VETSOURCE STRATEGIC PHARMACEUTICAL SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISORY | 608 | $33.4M | $71K |
| AVAMERE HEALTH SERVICES, LLC AVAMERE HEALTH SERVICES 401(K) PLAN | WILSONVILLE, OR | Advisor / Consultant INVESTMENT ADVISOR | 8,933 | $32.3M | $40K |
| TRAIL BLAZERS INC. TRAIL BLAZERS SAVINGS AND RETIREMENT PLAN | PORTLAND, OR | Other NONE | 345 | $32.2M | $59K |
| PRAXIS HEALTH, P.C. PRAXIS MEDICAL GROUP 401(K) PLAN | PENDLETON, OR | Advisor / Consultant INVESTMENT ADVISOR | 566 | $31.3M | $28K |
| PRAXIS HEALTH, P.C. PRAXIS MEDICAL GROUP 401(K) PLAN | PENDLETON, OR | Advisor / Consultant INVESTMENT ADVISOR | 464 | $30.1M | $28K |
| STRATEGIC PHARMACEUTICAL SOLUTIONS DBA VETSOURCE STRATEGIC PHARMACEUTICAL SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISORY | 532 | $24.1M | $48K |
| INTERPATH LABORATORY, INC. INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST | PENDLETON, OR | Advisor / Consultant INVESTMENT ADVISOR | 491 | $19.8M | $17K |
| INTERPATH LABORATORY, INC. INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST | PENDLETON, OR | Advisor / Consultant INVESTMENT ADVISOR | 472 | $18.7M | $15K |
| TRANSPORTATION MEDIA, INC. BENCH CRAFT COMPANY 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 198 | $16.8M | $53K |
| INTERPATH LABORATORY, INC. INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST | PENDLETON, OR | Advisor / Consultant INVESTMENT ADVISOR | 510 | $16.4M | $15K |
| STRATEGIC PHARMACEUTICAL SOLUTIONS DBA VETSOURCE STRATEGIC PHARMACEUTICAL SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISORY | 585 | $16.2M | $36K |
| EMERGING ACQUISITIONS LLC BULK HANDLING SYSTEMS 401(K) PROFIT SHARING PLAN | EUGENE, OR | TPA / Administrator CONTRACT ADMINISTRATOR | 223 | $15.0M | $26K |
| TRANSPORTATION MEDIA, INC. BENCH CRAFT COMPANY 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 180 | $13.7M | $42K |
| SIGNATURE HEALTH SERVICES, LLC SIGNATURE HEALTHCARE AT HOME 401(K) PLAN | TIGARD, OR | Advisor / Consultant INVESTMENT ADVISOR | 0 | $13.6M | $24K |
| QUATRIS HEALTHCO, LLC QUATRIS HEALTHCO 401K) PLAN | TUALATIN, OR | Advisor / Consultant ADVISOR | 101 | $12.4M | $28K |
| DCI INTERNATIONAL, LLC DCI 401(K) PROFIT SHARING PLAN | NEWBERG, OR | Advisor / Consultant INVESTMENT ADVISORY | 238 | $11.4M | $34K |
| TRANSPORTATION MEDIA, INC. BENCH CRAFT COMPANY 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 160 | $10.9M | $38K |
| BEND SURGERY CENTER, LLC BEND SURGERY CENTER, LLC PROFIT SHARING PLAN | BEND, OR | Other INVESTMENT/FINANCIAL ADVI | 137 | $10.8M | $27K |
| BEND SURGERY CENTER, LLC BEND SURGERY CENTER, LLC PROFIT SHARING PLAN | BEND, OR | Other INVESTMENT/FINANCIAL ADVI | 139 | $10.7M | $22K |
| DCI INTERNATIONAL, LLC DCI 401(K) PROFIT SHARING PLAN | NEWBERG, OR | Advisor / Consultant INVESTMENT ADVISORY | 239 | $9.6M | $27K |
| BEND SURGERY CENTER, LLC BEND SURGERY CENTER, LLC PROFIT SHARING PLAN | BEND, OR | Other INVESTMENT/FINANCIAL ADVI | 146 | $8.5M | $25K |
| JASPERS FOOD MANAGEMENT, INC. MMG CONSOLIDATED 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 608 | $8.0M | $28K |
| JASPERS FOOD MANAGEMENT, INC. MMG CONSOLIDATED 401(K) PLAN | EUGENE, OR | Advisor / Consultant ADVISOR | 595 | $7.2M | $14K |
| DCI INTERNATIONAL, LLC DCI 401(K) PROFIT SHARING PLAN | NEWBERG, OR | Advisor / Consultant INVESTMENT ADVISORY | 276 | $7.1M | $25K |
| BAKER ROCK CRUSHING CO. BAKER ROCK RESOURCES EMPLOYEE 401(K) & PROFIT SHARING PLAN | BEAVERTON, OR | Other NONE | 76 | $6.5M | $16K |
| JASPERS FOOD MANAGEMENT, INC. MMG CONSOLIDATED 401(K) PLAN | EUGENE, OR | Advisor / Consultant ADVISOR | 525 | $6.5M | $29K |
| ELEGANCE LIVING EMPLOYER, LLC ELEGANCE LIVING EMPLOYER, LLC 401(K) PLAN | BALTIMORE, MD | Advisor / Consultant INVESTMENT MANAGER | 1,183 | $5.4M | $31K |
| MILESTONE RETIREMENT COMMUNITIES MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN | VANCOUVER, WA | Advisor / Consultant INVESTMENT MANAGER | 524 | $5.2M | $27K |
| MILESTONE RETIREMENT COMMUNITIES MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN | VANCOUVER, WA | Advisor / Consultant INVESTMENT MANAGER | 727 | $5.0M | $35K |
| MILESTONE RETIREMENT COMMUNITIES MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN | VANCOUVER, WA | Advisor / Consultant INVESTMENT MANAGER | 920 | $4.9M | $26K |
| FORA HEALTH, INC. FORA HEALTH, INC. 401(K) SAVINGS PLAN | PORTLAND, OR | Other NONE | 130 | $4.4M | $16K |
| ELEGANCE LIVING EMPLOYER, LLC ELEGANCE LIVING EMPLOYER, LLC 401(K) PLAN | BALTIMORE, MD | Advisor / Consultant INVESTMENT MANAGER | 1,196 | $4.3M | $24K |
| SEABROOK LAND COMPANY, LLC SEABROOK LAND 401(K) PLAN | PACIFIC BEACH, WA | Other INVESTMENT/FINANCIAL ADVI | 206 | $3.7M | $8K |
| ELEGANCE LIVING EMPLOYER, LLC ELEGANCE LIVING EMPLOYER, LLC 401(K) PLAN | BALTIMORE, MD | Advisor / Consultant INVESTMENT MANAGER | 1,137 | $3.5M | $21K |
| BAKER ROCK CRUSHING CO. BAKER ROCK RESOURCES EMPLOYEE 401(K) AND PROFIT SHARING PLAN | BISMARCK, ND | Other NONE | 0 | $5 | $8K |
| QUATRIS HEALTHCO, LLC QUATRIS HEALTHCO 401K) PLAN | TUALATIN, OR | Advisor / Consultant ADVISOR | 0 | $0 | $12K |