Plan Snapshot
- Plan Sponsor: Tbconsulting, L.L.C
- Sponsor EIN: 860832958
- Sponsor Address: 8328 E. HARTFORD DRIVE, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 72 | $6.1M | $202,421 | $608,467 |
| 2023 | 71 | $4.9M | $249,507 | $637,394 |
| 2022 | 86 | $4.0M | $275,953 | $676,920 |
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 |
|---|---|---|---|---|
| MELONI HRIBAL TRATNER LLP | 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 | $26,665 | — | $26,415 | — | — |
| 2023 | $21,208 | — | — | — | — |
| 2022 | $19,924 | $19,924 | — | — | — |