Plan Snapshot
- Plan Sponsor: Tootsie Roll Industries, LLC
- Sponsor EIN: 221318955
- Sponsor Address: 7401 S. CICERO AVENUE, CHICAGO, IL, 60629
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 397
- Total Assets: $14.5M
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 | 397 | $14.5M | $0 | $0 |
| 2023 | 408 | $19.2M | $20.0M | $0 |
| 2022 | 423 | $4.0M | $5.0M | $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 |
|---|---|---|---|---|
| HEALTHCOMP | Recordkeeper | $154,144 | — | $154,144 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,144
- Estimated Expense Ratio: 1.064% 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 | $152,032 | — | $152,032 | — | — |
| 2023 | $168,754 | — | $168,754 | — | — |
| 2022 | $160,626 | — | $160,626 | — | — |