Plan Snapshot
- Plan Sponsor: Tmf Center INC
- Sponsor EIN: 371265996
- Sponsor Address: 300 W WASHINGTON ST, WILLIAMSPORT, IN, 47993
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 163
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 163 | $5.2M | $116,442 | $315,862 |
| 2022 | 165 | $4.2M | $112,826 | $312,813 |
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 |
|---|---|---|---|---|
| FIRST MERCHANTS TRUST CO | Custodian / Trustee | $31,565 | — | $31,565 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,565
- Estimated Expense Ratio: 0.613% 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 |
|---|---|---|---|---|---|
| 2023 | $31,565 | — | — | — | — |
| 2022 | $34,997 | — | — | — | $34,997 |