Plan Snapshot
- Plan Sponsor: Tally Technologies, INC.
- Sponsor EIN: 473932324
- Sponsor Address: PO BOX 411165, SAN FRANCISCO, CA, 94141
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 79 | $5.9M | $0 | $1.1M |
| 2022 | 126 | $5.3M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $14,418 | — | $14,418 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $10,982 | $10,982 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,400
- Estimated Expense Ratio: 0.427% 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 |
|---|---|---|---|---|---|
| 2023 | $7,209 | $4,249 | — | — | — |
| 2022 | $6,049 | $6,043 | $6 | — | — |