Plan Snapshot
- Plan Sponsor: Tosca Services, LLC D/B/A Tosca, Ltd.
- Sponsor EIN: 390961783
- Sponsor Address: 1175 PEACHTREE STREET NE, ATLANTA, GA, 30361
- Plan Type: 401(k)
- Total Participants: 798
- Total Assets: $26.6M
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 | 798 | $26.6M | $1.4M | $1.9M |
| 2023 | 802 | $23.9M | $1.3M | $1.9M |
| 2022 | 861 | $19.8M | $1.5M | $1.9M |
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 |
|---|---|---|---|---|
| PENSION INC. | TPA/RECORDKEEPER | $54,258 | — | $54,258 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $36,932 | — | $36,932 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,190
- Estimated Expense Ratio: 0.342% 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 | $91,645 | $36,932 | $54,713 | — | — |
| 2023 | $92,165 | $36,839 | $55,326 | — | — |
| 2022 | $96,800 | $38,521 | $58,279 | — | — |