Plan Snapshot
- Plan Sponsor: Tomlinson & Associates, INC.
- Sponsor EIN: 820334213
- Sponsor Address: P.O. BOX 108, BOISE, ID, 83701
- Plan Type: 401(k)
- Plan Number: 001
- 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 |