Plan Snapshot
- Plan Sponsor: Tots In Tow LLC
- Sponsor EIN: 452723108
- Sponsor Address: 9011 MOUNTAIN RIDGE DR, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 666
- Total Assets: $3.8M
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 | 666 | $3.8M | $409,415 | $907,824 |
| 2023 | 554 | $2.5M | $277,038 | $639,088 |
| 2022 | 182 | $1.5M | $149,875 | $366,260 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,705 | — | — | — | — |
| 2023 | $4,446 | — | — | — | — |
| 2022 | $3,803 | — | — | — | — |