Plan Snapshot
- Plan Sponsor: T-Bonz Management Company, INC.
- Sponsor EIN: 571019520
- Sponsor Address: 1177 SOUTHGATE DRIVE, CHARLESTON, SC, 29407
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $2.9M
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 | 185 | $2.9M | $88,836 | $208,219 |
| 2023 | 163 | $2.5M | $83,783 | $191,456 |
| 2022 | 156 | $2.7M | $84,426 | $181,417 |
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 |
|---|---|---|---|---|
| MOSS & YANTIS CPA PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS & YANTIS CPA PA — 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 | $41,113 | $7,227 | — | — | — |
| 2023 | $32,803 | $8,097 | — | — | — |
| 2022 | $23,923 | — | — | — | — |