Plan Snapshot
- Plan Sponsor: Tomarco Contractor Specialties, INC.
- Sponsor EIN: 953095484
- Sponsor Address: 14848 NORTHAM STREET, LA MIRADA, CA, 90638
- Plan Type: 401(k)
- Total Participants: 788
- Total Assets: $30.3M
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 | 788 | $30.3M | $0 | $3.1M |
| 2023 | 573 | $24.7M | $0 | $2.6M |
| 2022 | 491 | $18.2M | $5,848 | $2.1M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $66,592 | — | $66,592 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $50,999 | — | $50,999 |
| JMK CPA PARTNERS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — 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: $117,591
- Estimated Expense Ratio: 0.388% 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 | $117,591 | $66,592 | — | — | — |
| 2023 | $95,881 | $50,936 | — | — | — |
| 2022 | $88,606 | — | — | — | — |