# Tait & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tait-associates-inc-401k-plan

> Tait & Associates, INC.'s 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tait & Associates, INC.

- **Sponsor EIN:** 952395818

- **Sponsor Address:** 701 N PARK CENTER DR, SANTA ANA, CA, 92705

- **Plan Type:** 401(k)

- **Total Participants:** 179

- **Total Assets:** $26.4M

## 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|179|$26.4M|$426,754|$1.2M|

| 2023|182|$24.3M|$410,111|$1.2M|

| 2022|99|$20.2M|$356,930|$1.1M|

## 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|RECORDKEEPER|$37,526|—|$37,526|

| CONCURRENT INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$16,685|—|$16,685|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,211

- **Estimated Expense Ratio:** 0.206% 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|$57,539|$20,013|—|—|—|

| 2023|$64,116|$16,648|—|—|—|

| 2022|$75,735|$64,235|$11,500|—|—|

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