Plan Snapshot
- Plan Sponsor: Tilson Technology Management, INC.
- Sponsor EIN: 010509537
- Sponsor Address: 124 WASHINGTON ST STE101, FOXBORO, MA, 02035
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 569
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 569 | $22.4M | $0 | $0 |
| 2024 | 1,019 | $35.8M | $3.2M | $6.7M |
| 2023 | 1,069 | $26.7M | $2.3M | $5.0M |
| 2022 | 824 | $17.7M | $1.4M | $3.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $166,704 | — | $166,704 |
| GUIDANCE POINT RETIREMENT SERVICES | Investment Advisor | $11,750 | — | $11,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,454
- Estimated Expense Ratio: 0.798% 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 | $25,451,071 | $11,750 | $1,200 | — | — |
| 2024 | $161,194 | $5,000 | $300 | — | — |
| 2023 | $102,892 | $5,000 | $1,200 | — | — |
| 2022 | $103,893 | — | — | — | — |