Plan Snapshot
- Plan Sponsor: Tom'S Food Markets, INC.
- Sponsor EIN: 381818287
- Sponsor Address: 1311 SOUTH DIVISION, TRAVERSE CITY, MI, 49684
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 155
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 155 | $5.2M | $0 | $0 |
| 2024 | 171 | $4.7M | $81,184 | $240,858 |
| 2023 | 150 | $5.1M | $92,442 | $233,839 |
| 2022 | 138 | $4.8M | $78,052 | $197,031 |
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 |
|---|---|---|---|---|
| MID ATLANITC TRUST COMPANY | Recordkeeper | $30,933 | — | $30,933 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,933
- Estimated Expense Ratio: 0.597% 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 |
|---|---|---|---|---|---|
| 2025 | $500,902 | — | — | — | — |
| 2024 | $31,791 | — | — | — | — |
| 2023 | $29,575 | — | — | — | — |
| 2022 | $30,566 | — | — | — | $30,566 |