Plan Snapshot
- Plan Sponsor: Tsp Institute, INC.
- Sponsor EIN: 850487541
- Sponsor Address: 132 MIRROR LAKE DR. NORTH, STE 201, ST. PETERSBURG, FL, 33701
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $3.5M
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. |
|---|---|---|---|---|
| 2024 | 175 | $3.5M | $107,302 | $417,924 |
| 2023 | 172 | $3.4M | $91,435 | $377,298 |
| 2022 | 158 | $3.1M | $68,607 | $318,753 |
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 |
|---|---|---|---|---|
| WEGMANN DAZET & COMPANY, APC | Auditor | $18,880 | — | $18,880 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,880
- Estimated Expense Ratio: 0.536% 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 | $71,151 | $16,249 | $7,937 | $18,880 | — |
| 2023 | $47,242 | $15,080 | — | — | — |
| 2022 | $55,281 | $14,897 | $22,807 | — | $17,577 |