Plan Snapshot
- Plan Sponsor: Tmf Usa, INC.
- Sponsor EIN: 753212613
- Sponsor Address: 80 SW 8TH STREET, MIAMI, FL, 33130
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $8.6M
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 | 206 | $8.6M | $624,117 | $1.4M |
| 2022 | 84 | $3.1M | $259,893 | $540,470 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $51,486 | — | $51,486 |
| VERDEJA, DE ARMAS & TRUJILLO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- VERDEJA, DE ARMAS & TRUJILLO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,486
- Estimated Expense Ratio: 0.597% 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 | $27,843 | — | $27,843 | — | — |
| 2022 | $14,390 | — | $14,390 | — | — |