Plan Ledger DOL Form 5500 · updated monthly

Tm Holdings, Inc.401(k)

TM HOLDINGS, INC. 401(K) PROFIT SHARING PLAN AND TRUST · FAIRWAY, KS · plan year 2024

Reported admin expense ratio · 2024
0.71%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Tm Holdings, Inc. reported $145,653 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $661 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.66% to 0.71%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 283rd-largest of 828 plans among Kansas employers on file, and the 617th of 2,096 in real estate & leasing. In 2024, employees put in $7.16 for every $1.00 the employer contributed; active participation has shrunk from 382 to 331 since 2022.

Plan summary
Net assets, end of year$21,871,852
Participants with balances411
Active participants331
Employer contributions$218,821
Employee contributions$1,567,699
Employer contribution per active participant$661
Average account balance$53,216
Benefits paid to participants$1,802,866
Plan auditUnmodified (clean) audit opinion
AuditorWENDLING, NOE, NELSON & JOHNSON LL
Plan history3
Yearassets · accounts · employer contribution
2024$21.9M · 411 accts · $219K emplr
2023$19.1M · 427 accts · $369K emplr
2022$15.1M · 449 accts · $405K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,171
Investment management$62,482
Total administrative$145,653
The Tm Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$661
Median for plans this size$2,416
2024$661 per active participant
2023$1,050 per active participant
2022$1,060 per active participant

Tm Holdings, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK RETIREMENT PLAN SRVCS · Recordkeeping · Loan processing$83,171
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$60,932

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$145,653 · 0.71%
2023$116,382 · 0.68%
2022$106,761 · 0.66%
Same employer
Similar plansReal Estate & Leasing · Kansas
Sizewise Rentals, LLC KS$33.2M · 0.49%
Grubb Management, LLC NC$21.9M · 0.37%
Percheron Holdings, LLC TX$21.9M · 0.47%
Marsden Services, L.L.C. MN$21.9M · 0.60%
Ch Employment Services, LLC FL$21.9M · 0.41%
Tunnell Companies, LP DE$21.9M · 0.54%
Davenport Realty Trust MA$21.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760763945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.