Plan Snapshot
- Plan Sponsor: Toot'N Totum Food Stores, LLC
- Sponsor EIN: 750948150
- Sponsor Address: 1201 S TAYLOR ST, AMARILLO, TX, 79101
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,264
- Total Assets: $14.6M
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. |
|---|---|---|---|---|
| 2025 | 1,264 | $14.6M | $0 | $0 |
| 2024 | 853 | $12.9M | $277,276 | $1.4M |
| 2023 | 851 | $13.9M | $222,152 | $1.4M |
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 |
|---|---|---|---|---|
| AMARILLO NATIONAL BANK | Investment Advisor | $68,152 | — | $68,152 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $46,577 | — | $46,577 |
| TOOT'N TOTUM FOOD STORES LLC | Other Service Provider | $20,300 | — | $20,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,029
- Estimated Expense Ratio: 0.925% 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 |
|---|---|---|---|---|---|
| 2025 | $2,189,850 | $69,972 | — | — | — |
| 2024 | $112,945 | $73,015 | — | — | — |
| 2023 | $69,473 | $62,380 | — | — | — |