Plan Snapshot
- Plan Sponsor: Tolmar, INC.
- Sponsor EIN: 205990340
- Sponsor Address: 701 CENTRE AVE, FORT COLLINS, CO, 80526
- Plan Type: 401(k)
- Total Participants: 1,008
- Total Assets: $162.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,008 | $162.8M | $8.9M | $12.1M |
| 2023 | 966 | $138.3M | $8.8M | $11.5M |
| 2022 | 970 | $103.2M | $7.7M | $10.0M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $61,300 | — | $61,300 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $47,549 | — | $47,549 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,849
- Estimated Expense Ratio: 0.067% 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 | $108,849 | $61,300 | $300 | — | — |
| 2023 | $89,727 | $60,887 | $300 | — | — |
| 2022 | $31,782 | $46,104 | — | — | — |