Plan Snapshot
- Plan Sponsor: Woodbine Mfg Dba Tommy Gate Co
- Sponsor EIN: 420930347
- Sponsor Address: 33717 N SCOTTSDALE RD, SCOTTSDALE, AZ, 85266
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 234
- Total Assets: $20.1M
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. |
|---|---|---|---|---|
| 2025 | 234 | $20.1M | $0 | $0 |
| 2024 | 185 | $17.8M | $493,224 | $1.1M |
| 2023 | 175 | $15.1M | $440,227 | $950,506 |
| 2022 | 165 | $13.4M | $380,146 | $848,063 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $28,214 | — | $28,214 |
| AMERIPRISE FINANCIAL, LLC | Investment Advisor | $21,496 | — | $21,496 |
| AMERICAN ENTERPRISE INVESTMENT SERV | Investment Advisor | $21,113 | — | $21,113 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,823
- Estimated Expense Ratio: 0.353% 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 |
|---|---|---|---|---|---|
| 2025 | $2,012,413 | $43,350 | — | — | — |
| 2024 | $64,023 | $37,635 | — | — | — |
| 2023 | $58,753 | $32,308 | — | — | — |
| 2022 | $63,425 | — | — | — | — |