Plan Snapshot
- Plan Sponsor: Tld America
- Sponsor EIN: 132554618
- Sponsor Address: 805 BLOOMFIELD AVENUE, WINDSOR, CT, 060950714
- Plan Type: 401(k)
- Total Participants: 676
- Total Assets: $27.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 676 | $27.3M | $671,525 | $2.2M |
| 2023 | 493 | $22.9M | $525,100 | $1.6M |
| 2022 | 429 | $19.6M | $450,019 | $1.4M |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | BROKER/ADVISOR | — | $56,405 | $56,405 |
| T R PAUL INC. | CONTRACT ADMIN | $7,800 | $12,119 | $19,919 |
| EICHEN & DIMEGLIO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — BROKER/ADVISOR
- EICHEN & DIMEGLIO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,324
- Estimated Expense Ratio: 0.280% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $9,269 | — | $9,269 | — | — |