How big is TOCI LLC's plan?

TOCI LLC's plan reported $4K in assets and 12 participants for 2023.

Original filing (PDF)20241004052652NAL0005413907001

TOCI LLC

Name: TOCI LLC — TOCI LLC 401(k) Plan, Form 5500 (2023)
Creator: TOCI LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TOCI LLC 401(k) Plan

401(k) retirement plan · TOCI LLC's TOCI LLC 401(k) Plan held $4K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Courtney Marlatt signed TOCI LLC's 2023 Form 5500 as plan administrator.

Courtney Marlatt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TOCI LLC's EIN is 20-3786139.

EIN 20-3786139

Plan number 001

Plan year 2023

ACK ID 20241004052652NAL0005413907001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for TOCI LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

TOCI LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TOCI LLC

EIN

all filings

Address

2754 NW CROSSING DR · SUITE 104 · BEND, OR · 97703

Phone

(907) 654-7650

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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