Plan Snapshot
- Plan Sponsor: Tms Global 403(B) Retirement Plan
- Sponsor EIN: 581546441
- Sponsor Address: 6234 CROOKED CREEK RD, NORCROSS, GA, 30092
- Plan Type: 403(b)
- Total Participants: 121
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 121 | $6.8M | $82,510 | $382,163 |
| 2023 | 131 | $5.9M | $74,460 | $372,041 |
| 2022 | 132 | $5.1M | $82,690 | $376,573 |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $53,266 | — | $53,266 | — | — |
| 2023 | $46,155 | — | $46,155 | — | — |
| 2022 | $44,044 | — | $44,044 | — | — |