Plan Snapshot
- Plan Sponsor: Tallgrass Management LLC
- Sponsor EIN: 800848992
- Sponsor Address: 11550 ASH ST, STE 220, LEAWOOD, KS, 66211
- Plan Type: 401(k)
- Total Participants: 1,158
- Total Assets: $187.0M
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 | 1,158 | $187.0M | $12.1M | $13.4M |
| 2023 | 1,019 | $156.2M | $9.9M | $10.6M |
| 2022 | 890 | $128.4M | $7.8M | $8.7M |
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 |
|---|---|---|---|---|
| NOVAK BIRKS PC | Auditor | $15,480 | — | $15,480 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,480
- Estimated Expense Ratio: 0.008% 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 | $179,476 | $61,819 | $3,300 | $15,480 | — |
| 2023 | $165,692 | $59,165 | $1,500 | $20,000 | — |
| 2022 | $184,522 | — | — | — | — |