# Tm Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tm-holdings-inc-401k-plan

> Tm Holdings, INC.'s 401(k) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK RETIREMENT PLAN SRVCS|RETAINED BY EMPLOYER|$83,171|—|$83,171|

| COMMONWEALTH FINANCIAL NETWORK|RETAINED BY EMPLOYER|$60,932|—|$60,932|

| WENDLING, NOE, NELSON & JOHNSON LL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN SRVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — RETAINED BY EMPLOYER

- [WENDLING, NOE, NELSON & JOHNSON LL](https://planprovider.pro/provider/wendling-noe-nelson-and-johnson-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $144,103

- **Estimated Expense Ratio:** 0.659% 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|$145,653|$62,482|$83,171|—|—|

| 2023|$116,382|$58,138|$58,244|—|—|

| 2022|$106,761|$736|$106,025|—|—|

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