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Sponsor portfolio

TAG EMPLOYER SERVICES, INC

EIN 73-1681659-human resources-Latest filing 2024
Plans
2
Retirement
2
$20.6M assets
Welfare
0
Participants
4,626
20815 N CAVE CREEK RD - PHOENIX, AZ 85024tagpay.comLinkedIn51-200 employeeshuman resources
Plans on this EIN
2 filings
#002401k-$12.7M - 4,492 part#001401k-$8.0M - 134 part

Retirement portfolio analytics

2 plans aggregated / $20.6M assets / 4,626 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • POOLED EMPLOYER PLAN (#002)61%
  • TAG CORPORATE 401(K) (#001)39%
Total $20.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POOLED EMPLOYER PLAN (#002)4,492
  • TAG CORPORATE 401(K) (#001)134
Total 4,626Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EBACON POOLED EMPLOYER PLAN

401k

Assets$12.7M
Participants4,492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TAG CORPORATE 401(K) PLAN

401k

Assets$8.0M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EBACON POOLED EMPLOYER PLAN401k$12.7M4,4922024
001TAG CORPORATE 401(K) PLAN401k$8.0M1342024
Retirement plans
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