Plan Snapshot
- Plan Sponsor: Thalhimer, INC.
- Sponsor EIN: 541178996
- Sponsor Address: 11100 WEST BROAD STREET, GLEN ALLEN, VA, 23060
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $49.9M
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 | 389 | $49.9M | $1.2M | $2.2M |
| 2023 | 370 | $41.6M | $1.1M | $2.0M |
| 2022 | 350 | $35.4M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| HANTZMON WIEBEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANTZMON WIEBEL — Auditor
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 | $87,326 | $37,117 | — | — | — |
| 2023 | $74,084 | $31,609 | — | — | — |
| 2022 | $72,524 | — | $72,524 | — | — |