Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TAG1 CONSULTING, INC.
EIN 26-1193012information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
39
7901 4TH ST. N. STE 5853 - ST. PETERSBURG, FL 33702877-875-8824tag1consulting.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 39 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TAG1 CONSULTING, INC. RETIREMENT TRUST
401k
Assets$6.9M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAG1 CONSULTING, INC. CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAG1 CONSULTING, INC. RETIREMENT TRUST | 401k | $6.9M | 19 | 2025 | |
| 002 | TAG1 CONSULTING, INC. CASH BALANCE PLAN | CashBalance | $2.4M | 20 | 2024 |
Retirement plans