Plan Snapshot
- Plan Sponsor: Talis Construction Corporation
- Sponsor EIN: 860786364
- Sponsor Address: 1167 WEST JAVELINA AVENUE, MESA, AZ, 85210
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $4.7M
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 | 182 | $4.7M | $266,365 | $444,567 |
| 2023 | 175 | $3.0M | $216,192 | $412,068 |
| 2022 | 164 | $2.2M | $211,877 | $345,762 |
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 |
|---|---|---|---|---|
| MANSPERGERS PATTERSON & MCMULLIN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,620 | $420 | $2,025 | — | — |
| 2023 | $7,231 | — | $7,231 | — | — |
| 2022 | $3,229 | — | $3,229 | — | — |