Plan Snapshot
- Plan Sponsor: Teacher Created Materials, INC
- Sponsor EIN: 330004235
- Sponsor Address: 5301 OCEANUS DRIVE, HUNTINGTON BEACH, CA, 926491030
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $31.7M
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 | 217 | $31.7M | $794,514 | $2.0M |
| 2023 | 208 | $27.3M | $765,830 | $1.9M |
| 2022 | 181 | $22.8M | $643,260 | $1.6M |
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 |
|---|---|---|---|---|
| WINDES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES — 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 | $182,338 | $74,731 | — | — | — |
| 2023 | $139,800 | $64,770 | — | — | — |
| 2022 | $135,466 | $121,999 | $13,467 | — | — |