Plan Snapshot
- Plan Sponsor: Training Education And Manpower, INC.
- Sponsor EIN: 060835182
- Sponsor Address: 30 ELIZABETH ST., DERBY, CT, 06418
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 275
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 275 | $6.8M | $0 | $0 |
| 2024 | 201 | $6.1M | $233,197 | $335,201 |
| 2023 | 156 | $5.3M | $208,170 | $323,336 |
| 2022 | 150 | $4.4M | $214,988 | $294,558 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Other Service Provider | $38,227 | $614 | $38,841 |
| KESTRA ADVISORY SERVICES, LLC | Other Service Provider | $15,325 | — | $15,325 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,166
- Estimated Expense Ratio: 0.797% 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 |
|---|---|---|---|---|---|
| 2025 | $622,657 | $15,326 | $38,228 | — | — |
| 2024 | $45,781 | $13,251 | $32,530 | — | — |
| 2023 | $36,229 | $11,267 | $24,962 | — | — |
| 2022 | $37,270 | — | $37,270 | — | — |