Plan Snapshot
- Plan Sponsor: Takahata Precision Tennessee, INC.
- Sponsor EIN: 760707216
- Sponsor Address: 370 MARCUM PARKWAY, HELENWOOD, TN, 37755
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $3.1M
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 | 270 | $3.1M | $195,076 | $245,279 |
| 2023 | 215 | $2.4M | $134,510 | $169,075 |
| 2022 | 187 | $1.9M | $113,131 | $150,240 |
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 |
|---|---|---|---|---|
| BROWN JAKE & MCDANIEL, PC | Auditor | $4,895 | — | $4,895 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,895
- Estimated Expense Ratio: 0.160% 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 | $4,895 | — | — | $4,895 | — |
| 2023 | $5,919 | — | — | — | — |
| 2022 | $18,670 | $11,895 | $6,775 | — | — |