Plan Snapshot
- Plan Sponsor: Tourgee & Associates, INC.
- Sponsor EIN: 521627382
- Sponsor Address: 600 RED BROOK BLVD, OWINGS MILLS, MD, 21117
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $33.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 269 | $33.2M | $816,788 | $2.6M |
| 2023 | 259 | $27.9M | $792,335 | $2.5M |
| 2022 | 280 | $21.4M | $688,128 | $2.2M |
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 |
|---|---|---|---|---|
| GORFINE SCHILLER GARDYN P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORFINE SCHILLER GARDYN P.A. — Auditor
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 | $11,536 | $5,974 | — | — | — |
| 2023 | $10,027 | $5,062 | — | — | — |
| 2022 | $7,717 | — | — | — | — |