# Tmi Tax Services Group INC 401(k) Plan
Source: https://planprovider.pro/companies/tmi-tax-services-group-inc-plan

> Tmi Tax Services Group INC's 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tmi Tax Services Group INC

- **Sponsor EIN:** 205002270

- **Sponsor Address:** 20395 PACIFICA DR STE 100, CUPERTINO, CA, 950143016

- **Plan Type:** 401(k)

- **Total Participants:** 16

- **Total Assets:** $3.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|16|$3.4M|$0|$74,550|

| 2023|13|$3.1M|$0|$71,352|

| 2022|5|$2.5M|$0|$66,456|

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