Plan Snapshot
- Plan Sponsor: Ta Operating LLC
- Sponsor EIN: 341747077
- Sponsor Address: 24601 CENTER RIDGE ROAD SUITE 200, WESTLAKE, OH, 44145
- Plan Type: 401(k)
- Total Participants: 15,096
- Total Assets: $183.5M
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. |
|---|---|---|---|---|
| 2024 | 15,096 | $183.5M | $2.2M | $21.7M |
| 2023 | 15,123 | $170.4M | $2.7M | $22.3M |
| 2022 | 15,099 | $147.4M | $2.0M | $20.5M |
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 |
|---|---|---|---|---|
| CIUNI & PANICHI | 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 |
|---|---|---|---|---|---|
| 2024 | $776,582 | $68,431 | — | — | — |
| 2023 | $688,101 | $59,491 | — | $31,300 | — |
| 2022 | $705,953 | $58,293 | $644,160 | — | $3,500 |