# Tabacalera Usa INC. 401(k) Plan
Source: https://planprovider.pro/companies/tabacalera-usa-inc-401k-plan

> Tabacalera Usa INC.'s 401(k) plan: 806 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|

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