# Tahoma Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tahoma-enterprises-inc-401k-plan

> Tahoma Enterprises, INC.'s 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/july-business-services) — RECORDKEEPER

- [D'AMICO WAWRIN & COMPANY CPAS, LLC](https://planprovider.pro/provider/damico-wawrin-and-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|—|—|

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