# Tabitha, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tabitha-inc-401k-plan

> Tabitha, INC.'s 401(k) plan: 729 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tabitha, INC.

- **Sponsor EIN:** 470377998

- **Sponsor Address:** 4720 RANDOLPH, LINCOLN, NE, 68510

- **Plan Type:** 401(k)

- **Total Participants:** 729

- **Total Assets:** $26.3M

## 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|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|NONE|$141,540|—|$141,540|

| D.A. DAVIDSON & CO.|NONE|$36,000|—|$36,000|

| EIDE BAILLY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [D.A. DAVIDSON & CO.](https://planprovider.pro/provider/da-davidson-and-co) — NONE

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $177,540

- **Estimated Expense Ratio:** 0.675% 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|$177,540|$36,000|—|—|—|

| 2023|$189,764|$36,000|—|—|—|

| 2022|$179,318|$36,000|—|—|$143,318|

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