Plan Snapshot
- Plan Sponsor: Tacombi Holding NA LLC
- Sponsor EIN: 800487880
- Sponsor Address: 228 PARK AVE S, NEW YORK, NY, 10003
- Plan Type: 401(k)
- Total Participants: 446
- Total Assets: $2.1M
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 | 446 | $2.1M | $165,041 | $369,789 |
| 2023 | 140 | $1.1M | $1,227 | $484,158 |
| 2022 | 396 | $633,103 | $149,445 | $319,507 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $17,226 | — | $17,226 |
| SCHULMAN LOBEL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SCHULMAN LOBEL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,226
- Estimated Expense Ratio: 0.838% 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 | $20,953 | $20,953 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $3,117 | — | — | — | — |