Plan Snapshot
- Plan Sponsor: Tactivos INC
- Sponsor EIN: 680682011
- Sponsor Address: 611 GATEWAY BOULEVARD, SOUTH SAN FRANCISCO, CA, 94080
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $20.7M
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 | 215 | $20.7M | $432,502 | $3.2M |
| 2023 | 244 | $16.2M | $584,394 | $3.6M |
| 2022 | 430 | $10.1M | $1.2M | $5.3M |
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 |
|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS, CPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT AND TAX SOLUTIONS, CPAS, INC. — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $95,132 | $87,300 | $7,832 | — | — |
| 2023 | $69,659 | $60,071 | $9,588 | — | — |
| 2022 | $36,915 | $22,782 | $14,133 | — | — |