# Tonneson & Company, PC 401(k) Plan
Source: https://planprovider.pro/companies/tonneson-company-pc-401k-plan

> Tonneson & Company, PC's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tonneson & Company, PC

- **Sponsor EIN:** 042943536

- **Sponsor Address:** 401 EDGEWATER PLACE, WAKEFIELD, MA, 01880

- **Plan Type:** 401(k)

- **Total Participants:** 95

- **Total Assets:** $30.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|95|$30.0M|$416,906|$1.2M|

| 2023|94|$27.4M|$466,802|$1.1M|

| 2022|87|$22.3M|$404,188|$866,360|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$23,564|—|$23,564|

| SENTINEL SECURITIES INC|ADVISOR|$8,431|—|$8,431|

| TRIAD ADVISORS LLC|ADVISOR|—|$8,116|$8,116|

| JONES, NALE & MATTINGLY PLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SENTINEL SECURITIES INC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [TRIAD ADVISORS LLC](https://planprovider.pro/provider/stonebridge-financial-group) — ADVISOR

- [JONES, NALE & MATTINGLY PLC](https://planprovider.pro/provider/jones-nale-and-mattingly-plc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,111

- **Estimated Expense Ratio:** 0.134% 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|$31,995|$8,431|—|—|—|

| 2023|$391,019|—|$1,750|—|—|

| 2022|$2,252,242|—|$1,150|—|—|

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