Plan Snapshot
- Plan Sponsor: Tolm Group, INC.
- Sponsor EIN: 710723061
- Sponsor Address: 210 N. MOOSE STREET, MORRILTON, AR, 72110
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 277 | $6.4M | $539,043 | $975,440 |
| 2023 | 250 | $4.7M | $468,364 | $819,551 |
| 2022 | 244 | $3.3M | $408,045 | $686,267 |
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 |
|---|---|---|---|---|
| HCJ CPAS & ADVISORS PLLC | Auditor | $16,828 | — | $16,828 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HCJ CPAS & ADVISORS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,828
- Estimated Expense Ratio: 0.265% 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 | $82,957 | $22,744 | $41,410 | $16,828 | — |
| 2023 | $46,475 | $16,073 | $30,402 | — | — |
| 2022 | $30,224 | $10,985 | $19,239 | — | — |