# Toward Maximum Independence 401(k) Plan
Source: https://planprovider.pro/companies/toward-maximum-independence-401k-plan

> Toward Maximum Independence's 401(k) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Toward Maximum Independence

- **Sponsor EIN:** 330185759

- **Sponsor Address:** 4740 MURPHY CANYON ROAD SUITE 300, SAN DIEGO, CA, 92123

- **Plan Type:** 401(k)

- **Total Participants:** 341

- **Total Assets:** $9.4M

## 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|341|$9.4M|$438,242|$924,940|

| 2023|318|$7.5M|$372,149|$781,940|

| 2022|282|$5.6M|$306,523|$676,666|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$46,528|—|$46,528|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$25,575|—|$25,575|

| JGD & ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,103

- **Estimated Expense Ratio:** 0.767% 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|$70,741|$28,312|—|—|—|

| 2023|$61,071|$23,527|—|—|—|

| 2022|$58,901|$22,920|$35,981|—|—|

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