Plan Snapshot
- Plan Sponsor: The Tobin Group
- Sponsor EIN: 382374406
- Sponsor Address: 31151 W. 10 MILE ROAD, FARMINGTON HILLS, MI, 483362502
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $3.6M
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 | 145 | $3.6M | $11,303 | $266,066 |
| 2023 | 139 | $3.4M | $11,405 | $248,384 |
| 2022 | 118 | $3.3M | $8,032 | $233,283 |
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 |
|---|---|---|---|---|
| PORVIN, BURNSTEIN & GARELIK, PLLC | Auditor | — | — | $0 |
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 | $11,514 | — | — | — | — |
| 2023 | $11,347 | — | — | — | — |
| 2022 | $11,588 | — | — | — | $11,588 |