# T.M. Cobb Company 401(k) Plan
Source: https://planprovider.pro/companies/t-m-cobb-company-401k-plan

> T.M. Cobb Company's 401(k) plan: 494 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** T.M. Cobb Company

- **Sponsor EIN:** 951528565

- **Sponsor Address:** 500 PALMYRITA AVE, RIVERSIDE, CA, 92507

- **Plan Type:** 401(k)

- **Total Participants:** 494

- **Total Assets:** $28.6M

## 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|494|$28.6M|$194,127|$1.3M|

| 2023|472|$26.4M|$211,525|$1.4M|

| 2022|511|$23.9M|$207,434|$1.4M|

## 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|

| MORGANSTANLEYSMITHBARNEYLLC|INVESTMENT ADVISOR|$92,656|—|$92,656|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$70,922|—|$70,922|

| WRIGHT FORD YOUNG AND COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGANSTANLEYSMITHBARNEYLLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WRIGHT FORD YOUNG AND COMPANY](https://planprovider.pro/provider/wright-ford-young-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $163,578

- **Estimated Expense Ratio:** 0.572% of plan assets

### 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|$163,578|—|—|—|—|

| 2023|$142,301|$83,625|—|—|—|

| 2022|$124,668|—|—|—|—|

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