# Tom Mcleod Software Corp. 401(k) Plan
Source: https://planprovider.pro/companies/tom-mcleod-software-corp-401k-plan

> Tom Mcleod Software Corp.'s 401(k) plan: 580 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tom Mcleod Software Corp.

- **Sponsor EIN:** 630996699

- **Sponsor Address:** 100 CORPORATE PARKWAY, BIRMINGHAM, AL, 35242

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

- **Total Participants:** 580

- **Total Assets:** $86.3M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|580|$86.3M|$1.4M|$4.8M|

| 2023|628|$74.5M|$1.5M|$4.6M|

| 2022|654|$58.6M|$1.4M|$4.2M|

## 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|

| COMMONWEALTH FINANCIAL NETWORK|ADVISOR|$63,500|—|$63,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$54,463|—|$54,463|

| THE HIGHLANDS ACCOUNTING GROUP|ACCOUNTANT/AUDITOR|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — ADVISOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $129,963

- **Estimated Expense Ratio:** 0.151% 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|$129,963|$63,500|—|$12,000|—|

| 2023|$138,915|$63,500|—|$12,000|—|

| 2022|$140,124|—|—|—|—|

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