Plan Snapshot
- Plan Sponsor: Tdindustries, INC.
- Sponsor EIN: 260464612
- Sponsor Address: 13850 DIPLOMAT DRIVE, DALLAS, TX, 75234
- Plan Type: 401(k)
- Total Participants: 2,910
- Total Assets: $321.3M
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 | 2,910 | $321.3M | $14.7M | $15.0M |
| 2023 | 2,683 | $246.6M | $2.1M | $13.9M |
| 2022 | 2,863 | $208.2M | $0 | $15.0M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $119,543 | — | $119,543 |
| CHARLES SCHWAB BANK | NONE | $262 | $11,090 | $11,352 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- CHARLES SCHWAB BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,895
- Estimated Expense Ratio: 0.041% 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 | $119,543 | — | — | — | — |
| 2023 | $90,058 | — | $90,058 | — | — |
| 2022 | $84,108 | — | — | — | $84,108 |