Plan Snapshot
- Plan Sponsor: Tak Broadband Ca, LLC
- Sponsor EIN: 822593213
- Sponsor Address: 1326 N MARKET BLVD, SACRAMENTO, CA, 95834
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 241 | $6.3M | $314,928 | $1.1M |
| 2023 | 258 | $4.7M | $305,342 | $1.1M |
| 2022 | 288 | $3.1M | $342,525 | $982,309 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $27,643 | — | $27,643 |
| DWC ERISA CONSULTANTS LLC | Recordkeeper | $7,618 | $2,656 | $10,274 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,917
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 |
|---|---|---|---|---|---|
| 2025 | $1,513,119 | — | $32,538 | — | — |
| 2024 | $35,261 | — | $35,261 | — | — |
| 2023 | $24,656 | — | $24,656 | — | — |
| 2022 | $19,960 | — | $19,960 | — | — |