# Tafapolsky & Smith LLP 401(k) Plan
Source: https://planprovider.pro/companies/tafapolsky-smith-llp-401k-plan-001

> Tafapolsky & Smith LLP's 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Nossaman LLP](https://planprovider.pro/companies/nossaman-llp-401k-plan-002) — 81 participants

- [Knight Law Group LLP](https://planprovider.pro/companies/knight-law-group-llp-plan-001) — 82 participants

- [Keker,Van Nest & Peters LLP](https://planprovider.pro/companies/keker-van-nest-peters-llp-plan-003) — 82 participants

- [Samuelsen, Gonzalez, Valenzuela & Brown LLP](https://planprovider.pro/companies/samuelsen-gonzalez-valenzuela-brown-llp-401k-plan) — 82 participants

- [Ervin Cohen & Jessup LLP](https://planprovider.pro/companies/ervin-cohen-jessup-llp-plan) — 84 participants

- [Bartko, LLP](https://planprovider.pro/companies/bartko-llp-plan) — 85 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tafapolsky-smith-llp-401k-plan-001)

© 2026 PlanProvider.Pro