Plan Snapshot
- Plan Sponsor: Tactis, LLC
- Sponsor EIN: 472698509
- Sponsor Address: PO BOX 96503, WASHINGTON, DC, 200906503
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 155
- Total Assets: $2.8M
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. |
|---|---|---|---|---|
| 2025 | 155 | $2.8M | $0 | $0 |
| 2024 | 81 | $2.4M | $267,629 | $174,816 |
| 2023 | 103 | $2.0M | $289,322 | $250,897 |
| 2022 | 101 | $1.3M | $177,270 | $184,866 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $302,156 | $775 | $17,333 | — | — |
| 2024 | $10,712 | $542 | $10,070 | — | — |
| 2023 | $11,165 | — | $11,165 | — | — |
| 2022 | $29,320 | — | — | — | — |