Plan Snapshot
- Plan Sponsor: W.G. Tomko, Incorporated
- Sponsor EIN: 251210576
- Sponsor Address: 2559 ROUTE 88, FINLEYVILLE, PA, 15332
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $18.8M
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 | 118 | $18.8M | $890,214 | $650,292 |
| 2023 | 116 | $17.3M | $688,500 | $616,592 |
| 2022 | 113 | $16.3M | $777,963 | $566,715 |
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 |
|---|---|---|---|---|
| HILL, BARTH & KING LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL, BARTH & KING LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $60,185 | $44,245 | — | — | — |
| 2023 | $57,835 | $41,541 | — | — | — |
| 2022 | $57,128 | $20,273 | — | — | — |