Plan Snapshot
- Plan Sponsor: Tm3 Systems INC
- Sponsor EIN: 461475355
- Sponsor Address: 35 NUTMEG DR STE 205, TRUMBULL, CT, 066115495
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 167 | $9.1M | $301,768 | $662,992 |
| 2023 | 226 | $8.6M | $327,933 | $782,010 |
| 2022 | 226 | $6.9M | $287,952 | $717,222 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $29,411 | $17,459 | $11,092 | — | — |
| 2023 | $28,138 | $15,026 | $5,342 | — | — |
| 2022 | $22,626 | $14,309 | $8,317 | — | — |