Plan Snapshot
- Plan Sponsor: Tuv Rheinland Of North America, INC.
- Sponsor EIN: 262797284
- Sponsor Address: 400 BEAVER BROOK ROAD, BOXBOROUGH, MA, 01719
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $52.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 339 | $52.6M | $1.4M | $2.7M |
| 2023 | 368 | $49.2M | $1.3M | $2.5M |
| 2022 | 338 | $43.9M | $1.2M | $2.4M |
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 |
|---|---|---|---|---|
| COHN REZNICK LLC | Auditor | $16,276 | — | $16,276 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,276
- Estimated Expense Ratio: 0.031% 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 | $84,166 | $35,927 | — | $16,276 | — |
| 2023 | $103,733 | $28,319 | — | $25,724 | — |
| 2022 | $194,557 | $156,764 | $37,793 | — | — |