Plan Snapshot
- Plan Sponsor: Tmk Global Holdings, LLC
- Sponsor EIN: 320240384
- Sponsor Address: 9 HAMPSHIRE STREET, MANSFIELD, MA, 02048
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 3,651
- Total Assets: $272.9M
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. |
|---|---|---|---|---|
| 2025 | 3,651 | $272.9M | $0 | $0 |
| 2024 | 2,835 | $245.4M | $6.7M | $20.6M |
| 2023 | 3,116 | $221.3M | $6.8M | $20.1M |
| 2022 | 3,007 | $187.2M | $5.8M | $16.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $248,101 | — | $248,101 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $124,920 | — | $124,920 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $103,943 | — | $103,943 |
| CARON & BLETZER, PLLC | Auditor | $16,800 | — | $16,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $493,764
- Estimated Expense Ratio: 0.181% 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 | $37,171,398 | $228,863 | — | $16,800 | — |
| 2024 | $538,104 | $219,329 | $300 | $16,000 | — |
| 2023 | $534,535 | $193,929 | $900 | $45,625 | — |
| 2022 | $446,826 | $58,949 | — | — | — |