Plan Snapshot
- Plan Sponsor: F. C. Tucker Company LLC
- Sponsor EIN: 351661186
- Sponsor Address: 9279 NORTH MERIDIAN STREET, INDIANAPOLIS, IN, 46260
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 158
- Total Assets: $26.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 158 | $26.6M | $0 | $0 |
| 2024 | 111 | $25.2M | $35,595 | $689,822 |
| 2023 | 116 | $23.3M | $45,709 | $788,612 |
| 2022 | 130 | $20.8M | $49,541 | $824,665 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $1,831,553 | — | $35 | — | — |
| 2024 | — | — | — | — | — |
| 2023 | $35 | — | $35 | — | — |
| 2022 | $35 | — | $35 | — | — |