Plan Snapshot
- Plan Sponsor: Tbi, INC.
- Sponsor EIN: 383129821
- Sponsor Address: 8550 W BRYN MAWR #900, CHICAGO, IL, 606313223
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 200 | $7.0M | $486,180 | $970,238 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $32,442 | — | $32,442 |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $20,947 | $42 | $20,989 |
| FGMK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,431
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 |
|---|---|---|---|---|---|
| 2023 | $25,167 | $6,292 | $13,323 | — | $5,552 |
| 2022 | $53,389 | $11,128 | $32,442 | — | $9,819 |