# Total Benefit Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/total-benefit-management-inc-401k-plan

> Total Benefit Management, INC.'s 401(k) plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Total Benefit Management, INC.

- **Sponsor EIN:** 141759683

- **Sponsor Address:** 333 GLEN STREET, GLENS FALLS, NY, 12801

- **Plan Type:** 401(k)

- **Total Participants:** 319

- **Total Assets:** $12.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|319|$12.0M|$75,891|$540,645|

| 2023|280|$10.7M|$68,679|$629,017|

| 2022|653|$9.8M|$100,854|$612,157|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$61,166|—|$61,166|

| NATIONWIDE|RECORDKEEPER|$37,514|—|$37,514|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $98,680

- **Estimated Expense Ratio:** 0.824% 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|$99,775|—|$99,775|—|—|

| 2023|$72,144|$61,071|$10,023|—|—|

| 2022|$71,877|—|$68,207|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/total-benefit-management-inc-401k-plan)

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