TLG Operations 401(k) match, vesting and fees
What TLG Operations' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Jpmorgan Invest Holdings LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 126 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| TLG Operations: employer contribution per participant | $1,187 | |
| Peer median | $996 |
| TLG Operations: average balance | $59,535 | |
| Peer median | $47,401 |
| TLG Operations: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $50.6M at the end of plan year 2021 to $71.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,444 | $71.1M | $1.4M | $1,187 | 0.09% | Not published | Form 5500 ↗ |
| 2024 | 1,413 | $59.8M | $1.2M | $1,134 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 1,516 | $53.9M | $1.2M | $1,310 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 1,204 | $44.3M | $931K | $1,367 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 1,090 | $50.6M | $732K | $1,212 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does TLG Operations match 401(k) contributions?
The match terms for the The Larson Group 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.4M in employer contributions, about $1,187 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the TLG Operations 401(k) match vested?
The vesting schedule for the The Larson Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the TLG Operations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Tlg Operations, LLC.
I left TLG Operations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tlg Operations, LLC, (417) 865-5355) or the recordkeeper, Jpmorgan Invest Holdings LLC. The TLG Operations old 401(k) page lists the contacts from every plan filing. Find an old TLG Operations 401(k)
Data from the public Form 5500 annual reports TLG Operations filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with TLG Operations. Not financial advice. Report a correction · Methodology