Plan Snapshot
- Plan Sponsor: Ttg Equipment LLC
- Sponsor EIN: 842708080
- Sponsor Address: 5068 E 100 N, BLUFFTON, IN, 46714
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2023 | 222 | $0 | $293,571 | $448,031 |
| 2022 | 192 | $13.5M | $472,730 | $608,714 |
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 | $18,383 | — | $18,383 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | ADVISOR | $8,956 | — | $8,956 |
| GIRARDOT, STRAUCH & CO CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NORTHWESTERN MUTUAL WEALTH MGMT CO — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,339
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 | $52,072 | $38,958 | — | — | — |
| 2022 | $27,429 | — | — | — | — |