# Tsp Institute, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tsp-institute-inc-401k-plan

> Tsp Institute, INC.'s 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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