# Tacala, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tacala-llc-401k-plan

> Tacala, LLC's 401(k) plan: 3,523 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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