Plan Snapshot
- Plan Sponsor: Tag Electric Company, L.P.
- Sponsor EIN: 742434119
- Sponsor Address: 16422 HUFFSMITH KOHRVILLE ROAD, HOUSTON, TX, 77070
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 194 | $6.8M | $149,385 | $299,354 |
| 2023 | 133 | $6.0M | $147,903 | $310,651 |
| 2022 | 128 | $5.4M | $143,989 | $310,630 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON | Auditor | — | — | $0 |
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 | $337,639 | — | $2,219 | — | — |
| 2023 | $678,860 | — | $975 | — | — |
| 2022 | $1,494 | — | — | — | — |