Retirement plan

TOMA & ASSOCIATES, INC. RETIREMENT PLAN

Name: TOMA & ASSOCIATES, INC. - TOMA & ASSOCIATES, INC. RETIREMENT PLAN (2024) Form 5500
Creator: TOMA & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOMA & ASSOCIATES, INC. RETIREMENT PLAN, TOMA & ASSOCIATES, INC.

TOMA & ASSOCIATES, INC.EIN 26-0426937Plan #001PY 2024

41 SUMMIT ST. - JACKSON, CA 95642209-223-0156tomasurvey.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$957K

+13.2% from 2023

Total participants

-25.0% from 2023

Average account balance

$159,530

+32.0% from 2023

Annual return

9.70%

-3.81 pp from 2023

Benchmarks

See 1,378 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,378 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$957K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$160K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.70%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1061

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$1061 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.665%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$159,530

$173,526-8.1%

$136,072+17.2%

$145,884+9.4%

Participation rate

100.0%

80.4%+19.6pp

76.4%+23.6pp

80.3%+19.7pp

Annual return

9.70%

1167.12%-1157.4pp

580.46%-570.8pp

551.85%-542.1pp

Employer contribution / active EE

$1,626

$5,285-69.2%

$4,216-61.4%

$4,662-65.1%

Participant deferral / active EE

$4,277

$8,711-50.9%

$7,028-39.1%

$6,690-36.1%

Admin fee / account holder

$1,061

$9,665-89.0%

$6,718-84.2%

$13,392-92.1%

TOMA & ASSOCIATES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOMA & ASSOCIATES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion