Plan Snapshot
- Plan Sponsor: Tingue, Brown & Co.
- Sponsor EIN: 131734394
- Sponsor Address: 5775 GLENRIDGE DRIVE, SANDY SPRINGS, GA, 30328
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $16.9M
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 | 100 | $16.9M | $342,408 | $1.0M |
| 2023 | 96 | $16.4M | $315,385 | $886,360 |
| 2022 | 98 | $13.3M | $279,864 | $762,882 |
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 |
|---|---|---|---|---|
| WISS & COMPANY, LLP | Auditor | $16,250 | — | $16,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WISS & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,250
- Estimated Expense Ratio: 0.096% 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 |
|---|---|---|---|---|---|
| 2024 | $60,544 | $11,496 | — | $16,250 | — |
| 2023 | $57,165 | $25,000 | — | — | — |
| 2022 | $55,013 | $25,000 | $30,013 | — | — |