# Tolomatic, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tolomatic-inc-plan-002

> Tolomatic, INC.'s 401(k) plan: 244 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tolomatic, INC.

- **Sponsor EIN:** 410800494

- **Sponsor Address:** 3800 COUNTY ROAD 116, HAMEL, MN, 55340

- **Plan Type:** 401(k)

- **Total Participants:** 244

- **Total Assets:** $40.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|244|$40.5M|$583,048|$1.8M|

| 2023|238|$36.6M|$790,039|$1.8M|

| 2022|241|$30.2M|$889,181|$1.7M|

## 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|

| NFP CORPORATE SERVICES (MN) INC|ADVISOR|$51,298|—|$51,298|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$33,080|—|$33,080|

| LEWIS, KISCH & ASSOCIATES, LTD.|ACCOUNTANT/AUDITOR|$7,811|—|$7,811|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LEWIS, KISCH & ASSOCIATES, LTD.](https://planprovider.pro/provider/lewis-kisch-and-associates-ltd) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $92,189

- **Estimated Expense Ratio:** 0.228% 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|$92,189|$51,298|—|$7,811|—|

| 2023|$79,594|$45,521|—|—|—|

| 2022|$81,474|—|—|—|—|

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