Plan Snapshot
- Plan Sponsor: Tac Lifeport Holdings, LLC
- Sponsor EIN: 862088363
- Sponsor Address: 1610 HERITAGE ST., WOODLAND, WA, 98674
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 345
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 345 | $18.6M | $0 | $0 |
| 2024 | 279 | $9.7M | $312,857 | $1.1M |
| 2023 | 241 | $7.0M | $251,997 | $991,598 |
| 2022 | 202 | $5.0M | $258,944 | $901,226 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Other Service Provider | $18,761 | — | $18,761 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,761
- Estimated Expense Ratio: 0.101% of plan assets
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 | $1,380,791 | — | $18,761 | — | — |
| 2024 | $11,622 | — | $11,622 | — | — |
| 2023 | $7,556 | — | $7,556 | — | — |
| 2022 | $1,730 | — | — | — | — |