Tm3 Systems 401(k) match, vesting and fees
What Tm3 Systems' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Excel Wealth Management, LLC | 2023 Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Tm3 Systems: employer contribution per participant | $1,232 | |
| Peer median | $1,988 |
| Tm3 Systems: average balance | $37,152 | |
| Peer median | $75,431 |
| Tm3 Systems: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.1M at the end of plan year 2021 to $9.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 253 | $9.1M | $302K | $1,232 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 274 | $8.6M | $328K | $1,233 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 272 | $6.9M | $288K | $1,087 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 202 | $8.1M | $237K | $1,197 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Tm3 Systems match 401(k) contributions?
The match terms for the Tm3 Systems Inc 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $302K in employer contributions, about $1,232 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tm3 Systems 401(k) match vested?
The vesting schedule for the Tm3 Systems Inc 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tm3 Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Excel Wealth Management, LLC. The plan administrator is ERISA Fiduciary Services, Inc..
I left Tm3 Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services, Inc., (631) 249-0500) or the recordkeeper, Excel Wealth Management, LLC. The Tm3 Systems old 401(k) page lists the contacts from every plan filing. Find an old Tm3 Systems 401(k)
Data from the public Form 5500 annual reports Tm3 Systems filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Tm3 Systems. Not financial advice. Report a correction · Methodology