Plan Snapshot
- Plan Sponsor: Tabitha, INC.
- Sponsor EIN: 470377998
- Sponsor Address: 4720 RANDOLPH, LINCOLN, NE, 68510
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 729 | $26.3M | $655,874 | $2.7M |
| 2023 | 695 | $25.7M | $682,597 | $2.5M |
| 2022 | 725 | $21.0M | $636,601 | $2.4M |
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 |
|---|---|---|---|---|
| UNION BANK & TRUST COMPANY | Other Service Provider | $141,540 | — | $141,540 |
| D.A. DAVIDSON & CO. | Investment Advisor | $36,000 | — | $36,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D.A. DAVIDSON & CO. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,540
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 |
|---|---|---|---|---|---|
| 2025 | $29,226,201 | $9,000 | — | $5,051 | — |
| 2024 | $177,540 | $36,000 | — | — | — |
| 2023 | $189,764 | $36,000 | — | — | — |
| 2022 | $179,318 | $36,000 | — | — | $143,318 |