Plan Snapshot
- Plan Sponsor: Tilson Hr, INC.
- Sponsor EIN: 351954179
- Sponsor Address: 1530 AMERICAN WAY, SUITE 222, GREENWOOD, IN, 46147
- Plan Type: 401(k)
- Total Participants: 966
- Total Assets: $52.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 966 | $52.9M | $2.0M | $4.4M |
| 2023 | 1,053 | $48.2M | $2.2M | $4.1M |
| 2022 | 904 | $41.3M | $1.8M | $3.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $324,585 | — | $223,617 | — | — |
| 2023 | $271,566 | — | $197,266 | — | — |
| 2022 | $239,478 | $48,832 | $173,321 | — | $17,325 |