Plan Snapshot
- Plan Sponsor: Tk Elevator Corporation
- Sponsor EIN: 621211267
- Sponsor Address: 788 CIRCLE 75 PARKWAY SE, ATLANTA, GA, 30114
- Plan Type: 401(k)
- Total Participants: 3,865
- Total Assets: $667.7M
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 | 3,865 | $667.7M | $19.0M | $31.1M |
| 2023 | 3,742 | $602.7M | $18.8M | $29.1M |
| 2022 | 3,784 | $523.5M | $17.2M | $27.6M |
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 | $163,443 | — | $163,443 |
| PLANTE & MORAN, PLLC | ACCOUNTANT/AUDITOR | $33,000 | — | $33,000 |
| PLANTE & MORAN PLLC | Auditor | $33,000 | — | $33,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PLANTE & MORAN, PLLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,443
- Estimated Expense Ratio: 0.034% 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 | $196,110 | — | $3,000 | $33,000 | — |
| 2023 | $81,393 | — | $1,800 | — | — |
| 2022 | -$18,098 | — | — | — | — |