Plan Snapshot
- Plan Sponsor: Toole Design Group LLC
- Sponsor EIN: 050545429
- Sponsor Address: 8484 GEORGIA AVENUE, SILVER SPRING, MD, 209105609
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $25.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 299 | $25.6M | $805,161 | $2.6M |
| 2023 | 262 | $19.2M | $749,922 | $2.3M |
| 2022 | 256 | $13.9M | $597,377 | $1.7M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — 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 | $87,226 | $42,871 | $44,355 | — | — |
| 2023 | $64,336 | $31,387 | $32,949 | — | — |
| 2022 | $53,909 | $27,961 | $25,948 | — | — |