Plan Snapshot
- Plan Sponsor: Tacoma Screw Products, INC.
- Sponsor EIN: 910817885
- Sponsor Address: 2001 CENTER STREET, TACOMA, WA, 984097895
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 369 | $18.8M | $330,908 | $812,108 |
| 2023 | 363 | $15.3M | $294,374 | $697,861 |
| 2022 | 337 | $11.4M | $235,004 | $623,182 |
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 |
|---|---|---|---|---|
| JOHNSON STONE & PAGANO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON STONE & PAGANO — 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 | $39,724 | — | $39,724 | — | — |
| 2023 | $29,316 | — | $29,316 | — | — |
| 2022 | $17,232 | — | $17,232 | — | — |