# Tailored Shared Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tailored-shared-services-llc-401k-plan

> Tailored Shared Services, LLC's 401(k) plan: 8,462 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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