Plan Snapshot
- Plan Sponsor: Tafapolsky & Smith LLP
- Sponsor EIN: 943359861
- Sponsor Address: 90 NEW MONTGOMERY STREET, 8TH FLOOR, SAN FRANCISCO, CA, 941053468
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $14.6M | $717,100 | $1.0M |
| 2023 | 74 | $11.1M | $716,682 | $965,905 |
| 2022 | 81 | $9.9M | $704,354 | $71,438 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $19,346 | $19,127 | — | — | — |
| 2023 | $20,572 | $20,409 | — | — | — |
| 2022 | $26,789 | $25,099 | — | — | — |