# Tomlinson & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tomlinson-associates-inc-401k-plan

> Tomlinson & Associates, INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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