Filings through .
Tag Resources, LLC
Matched across 23 name variants in the filings
Tag Resources, LLC summary
Tag Resources, LLC appears on 162 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.2B in assets for 207,152 participants. The median client plan holds $3.4M. Most client plans are sponsored in TX, CA and IL. The largest clients by plan assets are Administrative Group, LLC Dba Transamerica Fiduciary Services, Ace Hardware Corporation and Avma Life Trust, LLC. Plans reported $5.9M in direct and indirect compensation paid to Tag Resources, LLC. The median is $16K per plan.
- Participants
- 207,152
- Median plan assets
- $3.4M
- Median plan participants
- 222
- Median fees per plan
- $16K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- IAParticipants 48,687
- ILParticipants 11,736
- Avma Life Trust, LLC$100MILParticipants 5,188
- SCParticipants 2,297
- TNParticipants 9,766
- WIParticipants 1,044
- MIParticipants 1,836
- El Pollo Loco, Inc.$29.1MCAParticipants 2,916
- CAParticipants 444
- TXParticipants 3,083
- MIParticipants 677
- GAParticipants 3,812
- CAParticipants 621
- Tower Extrusions, LLC.$21.1MTXParticipants 997
- TXParticipants 447
- NYParticipants 238
- KSParticipants 156
- PAParticipants 214
- Consumers National Bank$15.8MOHParticipants 238
- Azzur Group, LLC$15.8MPAParticipants 434
- 2020 Companies, Inc.$15.8MTXParticipants 2,767
- CAParticipants 733
- G L Mezzetta, Inc$13.8MCAParticipants 294
- Jottan, Inc.$13.6MNJParticipants 147
- Casino Vicksburg, LLC$13.4MMSParticipants 661
Top client states
- TX19 plans
- CA16 plans
- IL8 plans
- MD8 plans
- NJ8 plans
Frequently asked questions
- Who uses Tag Resources, LLC?
- 162 retirement plans list Tag Resources, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Administrative Group, LLC Dba Transamerica Fiduciary Services, Ace Hardware Corporation, Avma Life Trust, LLC and Curo Management Corporation. Most client plans are sponsored in TX, CA and IL.
- How many plans does Tag Resources, LLC serve?
- Tag Resources, LLC serves 162 retirement plans with $2.2B in plan assets and 207,152 participants, based on the latest Form 5500 filings through 2024.
- What does Tag Resources, LLC charge?
- Plans reported $5.9M in total Schedule C compensation paid to Tag Resources, LLC. The median plan paid $16K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name TAG Resources as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| State Street (SSgA) | 23 |
| Transamerica (Aegon) | 20 |
| BlackRock | 10 |
| Vanguard | 6 |
| Fidelity (FMR) | 6 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.