Plan Snapshot
- Plan Sponsor: Tosaf INC
- Sponsor EIN: 471181520
- Sponsor Address: 330 SOUTHRIDGE PKWY, BESSEMER CITY, NC, 280167805
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $1.0M
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 | 66 | $1.0M | $81,506 | $168,158 |
| 2023 | 60 | $690,626 | $75,117 | $119,957 |
| 2022 | 63 | $586,280 | $86,276 | $155,893 |
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 |
|---|---|---|---|---|
| GREERWALKERLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKERLLP — 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 | $988 | $3 | $985 | — | — |
| 2023 | $926 | $23 | $903 | — | — |
| 2022 | $1,051 | $16 | $1,035 | — | — |