Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
TAG MANAGEMENT, INC.
EIN 33-0879925Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
71
1227 PROSPECT STREET, SUITE 200 - LA JOLLA, CA 920373626858-454-5693
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 71 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
PLUMB 401(K) PLAN
401k
Assets$2.7M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAG MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT
ESOP
Assets$355K
Participants9
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 | PLUMB 401(K) PLAN | 401k | $2.7M | 62 | 2024 | |
| 002 | TAG MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT | ESOP | $355K | 9 | 2024 |
Retirement plans