Plan Snapshot
- Plan Sponsor: Tforce Holdings Usa, INC.
- Sponsor EIN: 331221977
- Sponsor Address: 14881 QUORUM DR, DALLAS, TX, 75254
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6,465
- Total Assets: $299.9M
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. |
|---|---|---|---|---|
| 2025 | 6,465 | $299.9M | $0 | $0 |
| 2024 | 5,574 | $276.4M | $5.2M | $18.3M |
| 2023 | 3,040 | $251.3M | $2.2M | $7.0M |
| 2022 | 5,197 | $122.7M | $3.1M | $10.8M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS LLC | Investment Advisor | $285,394 | — | $285,394 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $211,682 | — | $211,682 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $96,501 | — | $96,501 |
| CLIFTONLARSONALLEN LLP | Auditor | $13,944 | — | $13,944 |
| SMITH GAMBRELL & RUSSELL LLP | ERISA Attorney | $8,737 | — | $8,737 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $616,258
- Estimated Expense Ratio: 0.206% 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 |
|---|---|---|---|---|---|
| 2025 | $54,121,027 | $96,501 | — | $13,944 | — |
| 2024 | $512,576 | $65,197 | $600 | $36,330 | — |
| 2023 | $444,483 | $37,131 | $1,800 | $16,538 | — |
| 2022 | $385,818 | $37,115 | — | — | — |