Plan Snapshot
- Plan Sponsor: Tm Associates Management, INC.
- Sponsor EIN: 522173104
- Sponsor Address: 1375 PICCARD DRIVE, ROCKVILLE, MD, 20850
- Plan Type: 401(k)
- Total Participants: 720
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 720 | $9.1M | $480,626 | $889,132 |
| 2023 | 723 | $8.6M | $438,217 | $861,064 |
| 2022 | 515 | $6.5M | $386,056 | $732,669 |
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 |
|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $24,576 | — | $24,576 |
| CETERA ADVISOR NETWORKS LLC | NONE | $22,953 | — | $22,953 |
| PW PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- PW PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,529
- Estimated Expense Ratio: 0.520% 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 | $46,665 | $22,089 | $10,982 | — | — |
| 2023 | $29,264 | $10,273 | $7,598 | — | — |
| 2022 | $45,292 | $9,399 | $35,893 | — | — |