Plan Snapshot
- Plan Sponsor: Tmgcore, INC.
- Sponsor EIN: 871581512
- Sponsor Address: 6815 COMMUNICATIONS PARKWAY, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 53 | $583,187 | $0 | $263,594 |
| 2022 | 72 | $542,576 | $9,203 | $622,885 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | Other Service Provider | $12,494 | — | $12,494 |
| ASCENSUS LLC | Other Service Provider | $7,986 | $16 | $8,002 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,496
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 | — | — | — | — | — |
| 2023 | $10,526 | $6,533 | $3,993 | — | — |
| 2022 | $3,969 | $1,623 | $2,346 | — | — |