Plan Snapshot
- Plan Sponsor: Tacenergy, LLC
- Sponsor EIN: 874665900
- Sponsor Address: PO BOX 1481, TEXARKANA, TX, 755041481
- Plan Type: DC
- Total Participants: 353
- Total Assets: $60.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 353 | $60.2M | $1.9M | $1.4M |
| 2023 | 156 | $56.7M | $1.6M | $1.3M |
| 2022 | 343 | $50.0M | $248,255 | $162,109 |
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 |
|---|---|---|---|---|
| WHITELY PENN, LLP | Auditor | $25,750 | — | $25,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITELY PENN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,750
- Estimated Expense Ratio: 0.043% 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 | $167,882 | $70,000 | — | $25,750 | — |
| 2023 | $186,759 | $99,200 | — | — | — |
| 2022 | $50,620 | $16,250 | $34,370 | — | — |