Plan Snapshot
- Plan Sponsor: Tm Holdings, INC.
- Sponsor EIN: 760763945
- Sponsor Address: 4400 SHAWNEE MISSION PKWY., FAIRWAY, KS, 66205
- Plan Type: 401(k)
- Total Participants: 331
- Total Assets: $21.9M
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 | 331 | $21.9M | $218,821 | $1.6M |
| 2023 | 351 | $19.1M | $368,521 | $1.6M |
| 2022 | 382 | $15.1M | $405,005 | $1.7M |
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 |
|---|---|---|---|---|
| WENDLING, NOE, NELSON & JOHNSON LL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WENDLING, NOE, NELSON & JOHNSON LL — 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 | $145,653 | $62,482 | $83,171 | — | — |
| 2023 | $116,382 | $58,138 | $58,244 | — | — |
| 2022 | $106,761 | $736 | $106,025 | — | — |