Plan Snapshot
- Plan Sponsor: Thomas & Skinner, INC.
- Sponsor EIN: 351413702
- Sponsor Address: 1120 EAST 23RD STREET, INDIANAPOLIS, IN, 46205
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $6.9M
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. |
|---|---|---|---|---|
| 2024 | 96 | $6.9M | $122,358 | $447,944 |
| 2023 | 93 | $10.7M | $118,698 | $381,934 |
| 2022 | 104 | $8.1M | $103,534 | $316,399 |
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 |
|---|---|---|---|---|
| DONOVAN CPA'S | 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 | $23,326 | $3,195 | — | — | — |
| 2023 | $23,057 | $2,251 | — | — | — |
| 2022 | $23,259 | $1,856 | — | — | — |