Assets by plan
Share of aggregate retirement assets
68%top
Filings through .
Sponsor portfolio
Tag Contract Solutions, LLC
EIN 33-1627895ConstructionLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
14
125 MIDDLE STREET - LAKE MARY, FL 32746321-558-9018
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 14 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#002
TAG CONTRACT SOLUTIONS, LLC CASH BALANCE PLAN
Cash balance
Assets$833K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TAG CONTRACT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$399K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TAG CONTRACT SOLUTIONS, LLC CASH BALANCE PLAN | Cash balance | $833K | 7 | 2025 | |
| 001 | TAG CONTRACT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $399K | 7 | 2025 |
Retirement plans