Plan Snapshot
- Plan Sponsor: Tuneup Masters, INC.
- Sponsor EIN: 952291444
- Sponsor Address: 110 MILL CROSSING EAST, COLLEYVILLE, TX, 76034
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $1.1M
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. |
|---|---|---|---|---|
| 2024 | 0 | $1.1M | $0 | $0 |
| 2023 | 0 | $978,480 | $0 | $0 |
| 2022 | 0 | $892,983 | $0 | $0 |
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 |
|---|---|---|---|---|
| SUTTON FROST CARY | Auditor | $12,000 | — | $12,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 1.090% 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 | $24,206 | — | $12,206 | $12,000 | — |
| 2023 | $29,137 | $249 | $13,888 | $15,000 | — |
| 2022 | $27,385 | — | $14,185 | — | $13,200 |