Plan Snapshot
- Plan Sponsor: Tfo Tech Company Ltd.
- Sponsor EIN: 311240705
- Sponsor Address: 221 STATE STREET, JEFFERSONVILLE, OH, 43128
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $10.2M
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 | 131 | $10.2M | $176,671 | $297,883 |
| 2023 | 111 | $8.5M | $158,040 | $251,447 |
| 2022 | 113 | $7.0M | $135,171 | $231,119 |
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 |
|---|---|---|---|---|
| MANNING & ASSOCIATES CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANNING & ASSOCIATES CPAS, LLC — 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 | $19,401 | — | $19,401 | — | — |
| 2023 | $14,396 | $9,264 | — | — | — |
| 2022 | $5,857 | — | $5,857 | — | — |