Plan Snapshot
- Plan Sponsor: E.M. Tharp, INC.
- Sponsor EIN: 941218910
- Sponsor Address: 15243 ROAD 192, PORTERVILLE, CA, 93257
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 270 | $10.9M | $655,487 | $994,889 |
| 2023 | 279 | $9.2M | $612,548 | $945,816 |
| 2022 | 279 | $7.9M | $544,862 | $897,154 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JASON UNDERWOOD CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $48,755 | $40,130 | $8,625 | — | — |
| 2023 | $124,058 | $27,220 | $9,267 | — | — |
| 2022 | $3,750 | — | $3,750 | — | — |