Plan Snapshot
- Plan Sponsor: Tabacalera Usa INC.
- Sponsor EIN: 300884509
- Sponsor Address: 5900 N. ANDREWS AVENUE, SUITE 600, FT LAUDERDALE, FL, 33309
- Plan Type: 401(k)
- Total Participants: 806
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 806 | $24.9M | $1.0M | $1.6M |
| 2023 | 459 | $21.8M | $963,824 | $1.5M |
| 2022 | 468 | $18.9M | $946,342 | $1.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $50,226 | — | $50,226 |
| MERCER INVESTMENT MANAGEMENT INC | ADVISOR | $33,750 | — | $33,750 |
| COHNREZNICK,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,976
- Estimated Expense Ratio: 0.337% 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 | $86,065 | $35,839 | — | — | — |
| 2023 | $117,692 | $328 | $300 | — | — |
| 2022 | $36,938 | $41 | — | — | — |