# Tolm Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tolm-group-inc-401k-plan

> Tolm Group, INC.'s 401(k) plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/hcj-cpas-and-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|—|—|

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