# Tooling Systems Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tooling-systems-group-inc-401k-plan

> Tooling Systems Group, INC.'s 401(k) plan: 468 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tooling Systems Group, INC.

- **Sponsor EIN:** 263899248

- **Sponsor Address:** 555 PLYMOUTH AVE NE, GRAND RAPIDS, MI, 49505

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

- **Total Participants:** 468

- **Total Assets:** $40.9M

## 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|468|$40.9M|$885,176|$2.8M|

| 2023|546|$36.6M|$979,337|$2.8M|

| 2022|482|$32.0M|$800,769|$2.5M|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS|ADVISOR|$49,633|—|$49,633|

| FIDELITY INVESTMENTS|RECORDKEEPER|$38,352|—|$38,352|

| STRATEGIC ADVISORS|ADVISOR|$5,326|—|$5,326|

| DK WEISS, HOLT & ASSOCIATES, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

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

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,311

- **Estimated Expense Ratio:** 0.228% 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|$94,265|$55,913|—|—|—|

| 2023|$11,320|—|$6,500|—|—|

| 2022|$38,123|$9,352|—|—|—|

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