Plan Snapshot
- Plan Sponsor: Toastmasters International, INC.
- Sponsor EIN: 951300076
- Sponsor Address: 9127 S. JAMAICA STREET, STE. 400, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $17.7M
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 | 123 | $17.7M | $766,869 | $827,375 |
| 2023 | 134 | $16.2M | $698,545 | $792,292 |
| 2022 | 121 | $13.7M | $622,094 | $715,745 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — 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 | $69,007 | $35,690 | $11,348 | — | — |
| 2023 | $60,370 | $32,467 | $9,875 | — | — |
| 2022 | $48,707 | $48,707 | — | — | — |