Plan Snapshot
- Plan Sponsor: Tompkins Industries, INC.
- Sponsor EIN: 480814754
- Sponsor Address: 1912 E 123RD, OLATHE, KS, 66061
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 168 | $14.9M | $219,994 | $432,626 |
| 2023 | 155 | $12.1M | $210,047 | $430,254 |
| 2022 | 162 | $9.7M | $197,658 | $382,044 |
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 |
|---|---|---|---|---|
| STEPHEN M. CONNALLY, CPA, PC | Auditor | — | — | $0 |
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 | $107,129 | $88,180 | — | — | — |
| 2023 | $69,117 | — | $69,117 | — | — |
| 2022 | $63,970 | — | $63,970 | — | — |