Plan Snapshot
- Plan Sponsor: Tacony Corporation
- Sponsor EIN: 430742269
- Sponsor Address: 1760 GILSINN AVE, FENTON, MO, 63026
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $46.3M
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 | 241 | $46.3M | $1.8M | $1.6M |
| 2023 | 280 | $44.0M | $1.8M | $1.5M |
| 2022 | 290 | $36.5M | $1.9M | $1.5M |
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 |
|---|---|---|---|---|
| MONETA GROUP LLC | Other Service Provider | $94,313 | — | $94,313 |
| EPIC RETIREMENT PLAN SERVICES | Recordkeeper | $79,874 | — | $79,874 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $17 | $20,250 | $20,267 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,454
- Estimated Expense Ratio: 0.420% 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 | $174,187 | $94,313 | — | — | — |
| 2023 | $179,291 | $90,732 | — | — | — |
| 2022 | $152,336 | $89,297 | — | — | — |