# Totes Isotoner Corporation DB Plan
Source: https://planprovider.pro/companies/totes-isotoner-corporation-310405270-002

> Totes Isotoner Corporation's DB plan: 27 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Totes Isotoner Corporation

- **Sponsor EIN:** 310405270

- **Sponsor Address:** 9655 INTERNATIONAL BLVD., CINCINNATI, OH, 452465658

- **Plan Type:** DB

- **Plan Number:** 002

- **Total Participants:** 27

- **Total Assets:** $3.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|27|$3.7M|$0|$0|

| 2023|30|$8.5M|$0|$0|

| 2022|36|$8.7M|$0|$0|

## 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|

| CUNI, RUST, & STRENK|Actuary|$39,580|—|$39,580|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$14,731|—|$14,731|

| LPL FINANCIAL LLC|Investment Advisor|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,311

- **Estimated Expense Ratio:** 1.790% 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|$86,814|$26,731|—|—|—|

| 2023|$22,170|$22,170|—|—|—|

| 2022|$23,662|$23,662|—|—|—|

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