Plan Snapshot
- Plan Sponsor: Taco, INC.
- Sponsor EIN: 050250724
- Sponsor Address: 1160 CRANSTON STREET, CRANSTON, RI, 02920
- Plan Type: 401(k)
- Total Participants: 666
- Total Assets: $107.6M
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 | 666 | $107.6M | $1.4M | $5.3M |
| 2023 | 615 | $96.7M | $1.4M | $4.9M |
| 2022 | 563 | $84.6M | $1.3M | $4.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $60,824 | — | $60,824 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $25,000 | — | $25,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,723 | — | $15,723 |
| BOIVIN & ASSOCIATES CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BOIVIN & ASSOCIATES CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,547
- Estimated Expense Ratio: 0.094% 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 | $101,547 | $40,723 | $300 | — | — |
| 2023 | $86,601 | $36,427 | — | — | — |
| 2022 | $88,114 | $8,051 | — | — | — |