Plan Snapshot
- Plan Sponsor: Tervis Tumbler Company
- Sponsor EIN: 591214892
- Sponsor Address: 201 TRIPLE DIAMOND BLVD, VENICE, FL, 34275
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $14.1M
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 | 71 | $14.1M | $149,363 | $469,844 |
| 2023 | 178 | $15.4M | $0 | $673,953 |
| 2022 | 329 | $16.3M | $182,885 | $946,002 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | $23,000 | — | $23,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,000
- Estimated Expense Ratio: 0.163% 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 | $76,811 | $29,321 | — | $23,000 | — |
| 2023 | $57,350 | $30,355 | — | — | — |
| 2022 | $41,738 | $23,038 | $18,700 | — | — |