Plan Snapshot
- Plan Sponsor: Tlc Property Management Dba Tlc Property Services
- Sponsor EIN: 205323300
- Sponsor Address: 3811 S. WELLER AVE, SPRINGFIELD, MO, 65804
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $1.7M
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 | 176 | $1.7M | $135,673 | $324,606 |
| 2023 | 172 | $1.3M | $124,652 | $278,228 |
| 2022 | 164 | $943,786 | $101,824 | $239,965 |
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 |
|---|---|---|---|---|
| KPM CPAS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPM CPAS PC — 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 | $19,214 | $5,671 | — | — | — |
| 2023 | $12,819 | $2,141 | — | — | — |
| 2022 | $11,628 | $11,628 | — | — | — |