Plan Snapshot
- Plan Sponsor: Tsd Rental, LLC
- Sponsor EIN: 743148673
- Sponsor Address: 1620 TURNPIKE STREET, NORTH ANDOVER, MA, 01845
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 81
- Total Assets: $11.5M
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. |
|---|---|---|---|---|
| 2023 | 81 | $11.5M | $124,748 | $704,175 |
| 2022 | 78 | $10.0M | $112,359 | $658,777 |
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 |
|---|---|---|---|---|
| PINNACLE PENSION CONSULTANTS | Investment Advisor | $15,000 | — | $15,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $13,700 | — | $13,700 |
| BOLVIN & ASSOCIATES CPAS PLLC | ERISA Attorney | $5,146 | — | $5,146 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,846
- Estimated Expense Ratio: 0.294% 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 |
|---|---|---|---|---|---|
| 2023 | $36,592 | $17,746 | — | — | — |
| 2022 | $40,310 | — | $40,310 | — | — |