Plan Snapshot
- Plan Sponsor: Total Military Management, INC.
- Sponsor EIN: 271785025
- Sponsor Address: 8445 WESTERN WAY, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $12.9M
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 | 276 | $12.9M | $523,464 | $904,377 |
| 2023 | 253 | $10.3M | $496,798 | $859,061 |
| 2022 | 226 | $8.7M | $447,012 | $758,893 |
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 |
|---|---|---|---|---|
| ONEDIGITAL, LLC | SERVICE PROVIDER | — | $53,472 | $53,472 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $7,028 | — | $7,028 |
| PIVOT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL, LLC — SERVICE PROVIDER
- PIVOT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,500
- Estimated Expense Ratio: 0.471% 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 | $12,357 | $8,107 | $3,950 | — | — |
| 2023 | $8,092 | — | $8,092 | — | — |
| 2022 | $7,399 | — | $7,399 | — | — |