Plan Snapshot
- Plan Sponsor: Thomas Automotive Family LLC
- Sponsor EIN: 831434331
- Sponsor Address: 127 SOUTH JULIANA STREET, BEDFORD, PA, 15522
- Plan Type: 403(b)
- Total Participants: 215
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 215 | $11.9M | $124,834 | $792,337 |
| 2023 | 197 | $10.4M | $126,653 | $808,798 |
| 2022 | 194 | $10.8M | $141,334 | $906,248 |
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 |
|---|---|---|---|---|
| BSSF | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BSSF — 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 | $56,777 | — | $56,777 | — | — |
| 2023 | $38,179 | — | $38,179 | — | — |
| 2022 | $59,771 | — | $59,771 | — | — |