Plan Snapshot
- Plan Sponsor: Tomlinson & Associates, INC.
- Sponsor EIN: 820334213
- Sponsor Address: P.O. BOX 108, BOISE, ID, 83701
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $3.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $3.4M | $85,511 | $139,300 |
| 2023 | 135 | $3.2M | $83,187 | $137,672 |
| 2022 | 134 | $2.7M | $76,051 | $119,268 |
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 |
|---|---|---|---|---|
| HARRIS CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARRIS CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $293,834 | — | $47,323 | — | — |
| 2023 | $132,126 | — | $41,746 | — | — |
| 2022 | $31,476 | $29,991 | $1,485 | — | — |