Plan Snapshot
- Plan Sponsor: Tae Technologies, INC.
- Sponsor EIN: 460506342
- Sponsor Address: 19631 PAULING, FOOTHILL RANCH, CA, 92610
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $68.0M
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 | 310 | $68.0M | $2.0M | $4.2M |
| 2023 | 361 | $55.3M | $2.1M | $4.2M |
| 2022 | 310 | $41.2M | $1.6M | $3.0M |
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 |
|---|---|---|---|---|
| SINGERLEWAK LLC | ACCOUNTANT\ AUDITOR | $34,132 | — | $34,132 |
| JGD & ASSOCIATES LLP | Auditor | $34,132 | — | $34,132 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $17,812 | — | $17,812 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGERLEWAK LLC — ACCOUNTANT\ AUDITOR
- JGD & ASSOCIATES LLP — Auditor
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,076
- Estimated Expense Ratio: 0.127% 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 | $15,504 | $17,812 | — | $34,132 | — |
| 2023 | $3,802 | $14,917 | — | — | — |
| 2022 | $153 | $10,342 | — | — | — |