# Tompkins Trust Company DC Plan
Source: https://planprovider.pro/companies/tompkins-trust-company-plan

> Tompkins Trust Company's DC plan: 862 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tompkins Trust Company

- **Sponsor EIN:** 150470650

- **Sponsor Address:** PO BOX 460, ITHACA, NY, 148510460

- **Plan Type:** DC

- **Total Participants:** 862

- **Total Assets:** $39.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|862|$39.7M|$1.4M|$0|

| 2023|865|$36.9M|$0|$0|

| 2022|900|$49.7M|$2.5M|$0|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$32,114|—|$32,114|

| MENGEL, METZGER, BARR & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MENGEL, METZGER, BARR & CO.](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,114

- **Estimated Expense Ratio:** 0.081% 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|$32,115|—|$32,115|—|—|

| 2023|$250|—|$250|—|—|

| 2022|$500|—|$500|—|—|

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