Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TSG DIRECT, LLC
EIN 46-4171360Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$448K assets
Welfare
0
Participants
6
20992 AVENIDA AMAPOLA - LAKE FOREST, CA 92630949-278-5744
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $448K assets / 6 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
TSG DIRECT, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$234K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TSG DIRECT, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$214K
Participants4
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 | TSG DIRECT, LLC CASH BALANCE PENSION PLAN | CashBalance | $234K | 2 | 2024 | |
| 001 | TSG DIRECT, LLC PROFIT SHARING PLAN | ProfitSharing | $214K | 4 | 2025 |
Retirement plans