# Tourgee & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tourgee-associates-inc-401k-plan

> Tourgee & Associates, INC.'s 401(k) plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/gorfine-schiller-and-gardyn-pa) — 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|—|—|—|—|

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