401k Record

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Tosca Services 401(k)

Administrative expenses excluding investment management, per participant · Tosca, Ltd. Retirement Savings Plan · plan year 2024

$100.39

Higher than 42% of the 24,371 plans $10 to 50M that report it.

Source

= $54,713 / 545
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926143958NAL0009500065001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926143958NAL0009500065001, received 2025-09-26

10th: $15.36median $118.8890th: $340.63

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-26.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$168.16

10th: $26.86median $197.2590th: $456.10

Higher than 43% of the 25,098 plans $10 to 50M that report it.

Source

= $91,645 / 545
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926143958NAL0009500065001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926143958NAL0009500065001, received 2025-09-26

Administrative expenses as a share of assets

0.344%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 60% of the 25,132 plans $10 to 50M that report it.

Source

= $91,645 / $26,635,256
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926143958NAL0009500065001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926143958NAL0009500065001, received 2025-09-26

Employer contributions per participant

$2,654

10th: $664median $2,07490th: $4,751

Higher than 66% of the 24,050 plans $10 to 50M that report it.

Source

= $1,446,212 / 545
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926143958NAL0009500065001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926143958NAL0009500065001, received 2025-09-26

Employer share of total contributions

42.8%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 88% of the 24,084 plans $10 to 50M that report it.

Source

= $1,446,212 / $3,382,207
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926143958NAL0009500065001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926143958NAL0009500065001, received 2025-09-26

Plan terms, as stated in Tosca Services, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926143958NAL0009500065001, received 2025-09-26

Full record, Tosca, Ltd. Retirement Savings Plan

FieldValueSource
Plan sponsorTOSCA SERVICES, LLC D/B/A TOSCA, LTD.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926143958NAL0009500065001, received 2025-09-26
Plan nameTOSCA, LTD. RETIREMENT SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250926143958NAL0009500065001, received 2025-09-26
Sponsor EIN / plan number39-0961783 / 003Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926143958NAL0009500065001, received 2025-09-26
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926143958NAL0009500065001, received 2025-09-26
Sponsor locationATLANTA, GAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926143958NAL0009500065001, received 2025-09-26
Industry (business code)339900, ManufacturingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926143958NAL0009500065001, received 2025-09-26
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926143958NAL0009500065001, received 2025-09-26
Filing received2025-09-26Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926143958NAL0009500065001, received 2025-09-26
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926143958NAL0009500065001, received 2025-09-26
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250926143958NAL0009500065001, received 2025-09-26
Participants, beginning of year992Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926143958NAL0009500065001, received 2025-09-26
Active participants798Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926143958NAL0009500065001, received 2025-09-26
Participants, end of year926Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926143958NAL0009500065001, received 2025-09-26
Participants with an account balance545Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926143958NAL0009500065001, received 2025-09-26
Total assets, beginning of year$23,881,130Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926143958NAL0009500065001, received 2025-09-26
Total assets, end of year$26,635,256Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926143958NAL0009500065001, received 2025-09-26
Net assets, end of year$26,635,256Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926143958NAL0009500065001, received 2025-09-26
Total income$6,464,774Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926143958NAL0009500065001, received 2025-09-26
Net income$2,158,943Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926143958NAL0009500065001, received 2025-09-26
Employer contributions$1,446,212Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926143958NAL0009500065001, received 2025-09-26
Participant contributions$1,894,595Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926143958NAL0009500065001, received 2025-09-26
Other contributions (incl. rollovers)$41,400Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926143958NAL0009500065001, received 2025-09-26
Total contributions$3,382,207Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926143958NAL0009500065001, received 2025-09-26
Benefit payments$4,214,186Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926143958NAL0009500065001, received 2025-09-26
Total expenses (incl. benefit payments)$4,305,831Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926143958NAL0009500065001, received 2025-09-26
Total administrative expenses$91,645Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926143958NAL0009500065001, received 2025-09-26
Contract administrator fees$54,713Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250926143958NAL0009500065001, received 2025-09-26
Investment advisory and management fees$36,932Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250926143958NAL0009500065001, received 2025-09-26
Administrative expenses excluding investment management$54,713derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926143958NAL0009500065001, received 2025-09-26
Held in common/collective trusts$2,270,107Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926143958NAL0009500065001, received 2025-09-26
Held in mutual funds$24,165,389Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926143958NAL0009500065001, received 2025-09-26
Independent auditorWIPFLI LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926143958NAL0009500065001, received 2025-09-26

Position = column in the DOL layout for form year 2024. Filing 20250926143958NAL0009500065001, received 2025-09-26.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
PENSION INC.recordkeeperTPA/RECORDKEEPER 13 Contract administrator; 15 Recordkeeping and information management; 16 Consulting (general); 25 Trustee (directed); 37 Participant loan processing; 38 Participant communication $54,258no
MORGAN STANLEYINVESTMENT ADVISOR 27 Investment advisory (plan) $36,932no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250926143958NAL0009500065001, received 2025-09-26.

What changed since the 2023 plan year

Figure20232024Change
Total assets$23,881,130$26,635,25611.5%
Participants with a balance43754524.7%
Administrative expenses$92,165$91,645-0.6%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$1,346,403$1,446,2127.4%

Prior filing 20241008145907NAL0017837057001, received 2024-10-08; the plan years are contiguous.

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Sponsor name as filed: TOSCA SERVICES, LLC D/B/A TOSCA, LTD.; SEC registrant: Tosca Services, LLC (CIK 1556348, matched by EIN).