# Tait, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tait-llc-401k-plan

> Tait, LLC's 401(k) plan: 1,054 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tait, LLC

- **Sponsor EIN:** 834051704

- **Sponsor Address:** 401 WEST LINCOLN AVENUE, LITITZ, PA, 17543

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

- **Total Participants:** 1,054

- **Total Assets:** $74.9M

## 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|1,054|$74.9M|$2.8M|$8.0M|

| 2023|934|$58.8M|$2.3M|$6.6M|

| 2022|814|$43.1M|$1.6M|$4.3M|

## 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|RECORDKEEPER|$85,513|—|$85,513|

| MARSH INSURANCE & INVESTMENTS LLC D|INVESTMENT ADVISOR|$38,000|—|$38,000|

| RKL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $123,513

- **Estimated Expense Ratio:** 0.165% 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|$123,513|$38,000|—|—|—|

| 2023|$101,262|$30,946|$70,316|—|—|

| 2022|$94,905|$39,374|$55,456|—|—|

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