# Ta Operating LLC 401(k) Plan
Source: https://planprovider.pro/companies/ta-operating-llc-401k-plan

> Ta Operating LLC's 401(k) plan: 15,096 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$689,227|—|$689,227|

| RAYMOND JAMES|INVESTMENT ADVISOR|$68,431|—|$68,431|

| CIUNI & PANICHI|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $757,658

- **Estimated Expense Ratio:** 0.413% 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|

| 2024|$776,582|$68,431|—|—|—|

| 2023|$688,101|$59,491|—|$31,300|—|

| 2022|$705,953|$58,293|$644,160|—|$3,500|

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