Plan Snapshot
- Plan Sponsor: Tpi Composites, INC.
- Sponsor EIN: 201590775
- Sponsor Address: 9200 E PIMA CENTER PKWY, SCOTTSDALE, AZ, 852532748
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $28.1M
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 | 336 | $28.1M | $1.7M | $3.2M |
| 2023 | 483 | $34.0M | $1.8M | $3.4M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | ADVISOR | $27,993 | — | $27,993 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,055 | — | $19,055 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,048
- Estimated Expense Ratio: 0.167% 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 | $47,048 | $27,993 | — | — | — |
| 2023 | $159,845 | — | $159,027 | $818 | — |