Plan Snapshot
- Plan Sponsor: Talgood Enterprises LLC
- Sponsor EIN: 800349981
- Sponsor Address: 5656 CORPORATE WAY, WEST PALM BEACH, FL, 334072002
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $827,974
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 189 | $827,974 | $0 | $98,969 |
| 2023 | 143 | $921,496 | $0 | $104,789 |
| 2022 | 213 | $853,870 | $0 | $94,716 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $5,844 | — | $5,844 |
| DIVINE BLALOCK MARTIN SELLARI LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,844
- Estimated Expense Ratio: 0.706% 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 | $13,546 | $4,212 | $8,474 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $13,456 | $4,916 | $8,540 | — | — |