# Tm Associates Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tm-associates-management-inc-401k-plan

> Tm Associates Management, INC.'s 401(k) plan: 720 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/trustage) — NONE

- [PW PARTNERS](https://planprovider.pro/provider/pw-partners-llc) — 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|—|—|

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