# Tms Global 403(B) Retirement Plan 403(b) Plan
Source: https://planprovider.pro/companies/tms-global-403-b-retirement-plan-403b-plan

> Tms Global 403(B) Retirement Plan's 403(b) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$53,266|—|$53,266|

| AMERIPRISE FINANCIAL SERVICES INC|OTHER SERVICES|—|$20,839|$20,839|

| POLARIS ASSET MANAGEMENT, LLC|INVESTMENT ADVISORY|—|$9,165|$9,165|

| WINDHAM BRANNON, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — OTHER SERVICES

- [WINDHAM BRANNON, LLC](https://planprovider.pro/provider/windham-brannon-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $83,270

- **Estimated Expense Ratio:** 1.220% 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|

| 2024|$53,266|—|$53,266|—|—|

| 2023|$46,155|—|$46,155|—|—|

| 2022|$44,044|—|$44,044|—|—|

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