Plan Snapshot
- Plan Sponsor: Ttl, INC.
- Sponsor EIN: 630585231
- Sponsor Address: P.O. BOX 1128, TUSCALOOSA, AL, 35401
- Plan Type: 401(k)
- Total Participants: 491
- Total Assets: $34.6M
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 | 491 | $34.6M | $1.1M | $3.1M |
| 2023 | 443 | $27.8M | $1.1M | $2.8M |
| 2022 | 421 | $23.1M | $889,101 | $2.5M |
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 | $35,317 | — | $35,317 |
| SA STONE WEALTH MANAGEMENT INC | ADVISOR | — | $26,555 | $26,555 |
| MERRILL LYNCH | INVESTMENT ADVISOR | $14,352 | — | $14,352 |
| JONES & KIRKPATRICK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MERRILL LYNCH — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,224
- Estimated Expense Ratio: 0.220% 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 | $49,669 | $14,352 | — | — | — |
| 2023 | $72,118 | — | — | $18,000 | — |
| 2022 | $74,480 | — | — | — | — |