# Tom James Company 401(k) Plan
Source: https://planprovider.pro/companies/tom-james-company-401k-plan

> Tom James Company's 401(k) plan: 1,251 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tom James Company

- **Sponsor EIN:** 351285878

- **Sponsor Address:** 263 SEABOARD LANE, FRANKLIN, TN, 37067

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

- **Total Participants:** 1,251

- **Total Assets:** $126.2M

## 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|1,251|$126.2M|$2.7M|$5.5M|

| 2023|1,303|$114.4M|$2.5M|$5.2M|

| 2022|1,164|$95.0M|$2.6M|$4.6M|

## 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|

| SOLTIS INVESTMENT ADVISORS|NONE|$207,946|—|$207,946|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$12,795|—|$12,795|

| HAMILTON CAPITAL LLC|NONE|$8,858|—|$8,858|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SOLTIS INVESTMENT ADVISORS](https://planprovider.pro/provider/soltis-investment-advisors) — NONE

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $229,599

- **Estimated Expense Ratio:** 0.182% 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|$238,825|$226,030|—|—|—|

| 2023|$195,009|$181,885|—|—|—|

| 2022|$255,548|$243,013|—|—|—|

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