Plan Snapshot
- Plan Sponsor: Dave Tomasch INC
- Sponsor EIN: 300152218
- Sponsor Address: 5900 W MINNESOTA ST STE 100, INDIANAPOLIS, IN, 462414335
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $2.8M | $157,204 | $401,187 |
| 2023 | 112 | $2.4M | $156,056 | $386,577 |
| 2022 | 118 | $1.7M | $145,958 | $330,572 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GREENWALT CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,523 | $733 | $8,073 | — | — |
| 2023 | $2,414 | — | — | — | — |
| 2022 | $2,731 | — | — | — | — |