Plan Snapshot
- Plan Sponsor: Tullock Management Company, INC
- Sponsor EIN: 561378482
- Sponsor Address: P.O. BOX 1678, CLEMMONS, NC, 27012
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 122 | $2.0M | $24,840 | $150,541 |
| 2023 | 113 | $1.7M | $17,269 | $128,734 |
| 2022 | 138 | $1.5M | $16,439 | $120,949 |
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 |
|---|---|---|---|---|
| DAVIDSON,HOLLAND,WHITESELL&CO,PLLC | Auditor | $1,260 | — | $1,260 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,260
- Estimated Expense Ratio: 0.063% 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 | $24,631 | — | $22,996 | $1,260 | — |
| 2023 | $20,196 | — | $18,810 | $1,080 | — |
| 2022 | $20,232 | $307 | $18,818 | — | — |