Plan Snapshot
- Plan Sponsor: Tachus Operating LLC
- Sponsor EIN: 832410277
- Sponsor Address: 3831 TECHNOLOGY FOREST BLVD, THE WOODLANDS, TX, 773812028
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 166 | $3.2M | $431,832 | $731,985 |
| 2023 | 183 | $2.6M | $443,606 | $758,251 |
| 2022 | 162 | $845,559 | $283,177 | $455,629 |
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 |
|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC. | INVESTMENT ADVISORY | — | $9,894 | $9,894 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $5,684 | — | $5,684 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,578
- Estimated Expense Ratio: 0.487% 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 | $5,684 | — | $5,684 | — | — |
| 2023 | $3,494 | — | $3,494 | — | — |
| 2022 | $1,681 | — | $1,681 | — | — |