# Tosca Services, LLC D/B/A Tosca, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/tosca-services-llc-401k-plan-003

> Tosca Services, LLC D/B/A Tosca, Ltd.'s 401(k) plan: 798 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [WIPFLI LLP](https://planprovider.pro/provider/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|—|—|

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