Plan Snapshot
- Plan Sponsor: Tourneau LLC
- Sponsor EIN: 208540199
- Sponsor Address: 663 FIFTH AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 537
- Total Assets: $37.6M
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 | 537 | $37.6M | $1.7M | $3.6M |
| 2023 | 507 | $30.3M | $1.4M | $2.9M |
| 2022 | 419 | $24.1M | $1.2M | $2.4M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $59,884 | — | $59,884 |
| ADP, INC. | RECORD KEEPER | $41,062 | — | $41,062 |
| EICHEN & DIMEGLIO P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- EICHEN & DIMEGLIO P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,946
- Estimated Expense Ratio: 0.268% 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 | $100,947 | $59,885 | — | — | — |
| 2023 | $84,083 | $46,868 | — | — | — |
| 2022 | $77,119 | — | — | — | — |