Plan Snapshot
- Plan Sponsor: Tacala, LLC
- Sponsor EIN: 631205373
- Sponsor Address: 3750 CORPORATE WOODS DRIVE, VESTAVIA HILLS, AL, 35242
- Plan Type: 401(k)
- Total Participants: 3,523
- Total Assets: $19.2M
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 | 3,523 | $19.2M | $598,775 | $1.8M |
| 2023 | 2,165 | $16.1M | $460,173 | $1.4M |
| 2022 | 2,216 | $13.4M | $423,263 | $1.3M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $173,084 | — | $173,084 |
| KASSOUF & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,084
- Estimated Expense Ratio: 0.900% 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 | $58,593 | — | $58,593 | — | — |
| 2023 | $47,649 | — | $47,649 | — | — |
| 2022 | $42,220 | — | $42,220 | — | — |