Plan Snapshot
- Plan Sponsor: Tahoma Enterprises, INC.
- Sponsor EIN: 208466684
- Sponsor Address: 230 NORTH MARKET STREET, WOOSTER, OH, 44691
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $4.6M
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 | 115 | $4.6M | $144,265 | $225,365 |
| 2023 | 120 | $4.6M | $163,127 | $269,620 |
| 2022 | 148 | $4.1M | $165,290 | $279,219 |
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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES 401(K) PLAN | RECORDKEEPER | $18,143 | — | $18,143 |
| WHITAKER MYERS WEALTH MANAGERS, LTD | INVESTMENT ADVISORY | $11,353 | — | $11,353 |
| D'AMICO WAWRIN & COMPANY CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES 401(K) PLAN — RECORDKEEPER
- D'AMICO WAWRIN & COMPANY CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,496
- Estimated Expense Ratio: 0.644% 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 | $29,496 | $11,353 | — | — | — |
| 2023 | $26,863 | $10,312 | $15,803 | — | — |
| 2022 | $27,654 | $10,874 | $16,780 | — | — |