Tobin & Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tobin & Associates, INC.
  • Sponsor EIN: 363824129
  • Sponsor Address: 11470 KREUTZER ROAD, HUNTLEY, IL, 60142
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $1.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$1.3M$52,327$0
20232$1.1M$53,128$0
20222$931,632$47,373$0

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