Plan Snapshot
- Plan Sponsor: Ta Realty LLC
- Sponsor EIN: 043341880
- Sponsor Address: ONE FEDERAL STREET, 17TH FLOOR, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $61.7M
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. |
|---|---|---|---|---|
| 2024 | 134 | $61.7M | $2.2M | $2.3M |
| 2023 | 127 | $49.9M | $1.2M | $2.1M |
| 2022 | 116 | $40.4M | $888,740 | $1.7M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $30,000 | — | $30,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $27,523 | — | $27,523 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,523
- Estimated Expense Ratio: 0.093% 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 | $60,081 | $32,558 | — | — | — |
| 2023 | $53,536 | $31,373 | — | — | — |
| 2022 | $54,296 | $430 | — | — | — |