# Tae Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tae-technologies-inc-401k-plan

> Tae Technologies, INC.'s 401(k) plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/singerlewak-llp) — ACCOUNTANT\ AUDITOR

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — Auditor

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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