Plan Snapshot
- Plan Sponsor: Tailored Shared Services, LLC
- Sponsor EIN: 474894752
- Sponsor Address: 5601 ARNOLD RD SUITE 200, DUBLIN, CA, 94568
- Plan Type: 401(k)
- Total Participants: 8,462
- Total Assets: $265.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 8,462 | $265.3M | $7.1M | $15.0M |
| 2023 | 8,800 | $249.2M | $7.1M | $14.6M |
| 2022 | 9,341 | $217.0M | $2.4M | $12.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $434,756 | — | $434,756 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $156,153 | — | $156,153 |
| MCCONNELL & JONES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL & JONES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $590,909
- Estimated Expense Ratio: 0.223% 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 | $540,038 | $156,153 | — | — | — |
| 2023 | $554,381 | $125,644 | — | — | — |
| 2022 | $532,175 | $121,431 | $62,015 | — | — |