Plan Snapshot
- Plan Sponsor: Tmm Team Member Activities Association, INC.
- Sponsor EIN: 611171373
- Sponsor Address: 1001 CHERRY BLOSSOM WAY, GEORGETOWN, KY, 40324
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 7,146
- Total Assets: $98,739
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 7,146 | $98,739 | $0 | $0 |
| 2024 | 6,638 | $108,773 | $3,535 | $0 |
| 2023 | 6,772 | $116,830 | $8,858 | $0 |
| 2022 | 6,391 | $123,606 | $12,428 | $0 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | Auditor | $11,419 | — | $11,419 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,419
- Estimated Expense Ratio: 11.565% 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 |
|---|---|---|---|---|---|
| 2025 | $18,319 | $900 | — | $11,419 | — |
| 2024 | $8,145 | $900 | — | $7,245 | — |
| 2023 | $7,264 | — | — | $6,450 | — |
| 2022 | $8,789 | — | — | — | $7,914 |