# Tervis Tumbler Company 401(k) Plan
Source: https://planprovider.pro/companies/tervis-tumbler-company-401k-plan

> Tervis Tumbler Company's 401(k) plan: 71 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|

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