Plan Snapshot
- Plan Sponsor: Tambe Electric, INC.
- Sponsor EIN: 161011476
- Sponsor Address: 614 FISHERS RUN, VICTOR, NY, 14564
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $13.6M
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 | 169 | $13.6M | $117,799 | $852,843 |
| 2023 | 134 | $12.0M | $92,080 | $663,150 |
| 2022 | 131 | $10.1M | $86,501 | $617,431 |
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 |
|---|---|---|---|---|
| JAUFMANN & CENTOLA, P.C. | Auditor | $9,550 | — | $9,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JAUFMANN & CENTOLA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,550
- Estimated Expense Ratio: 0.070% 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 | $899,503 | — | $45,406 | — | — |
| 2023 | $37,461 | $26,303 | — | $9,550 | — |
| 2022 | $38,438 | — | — | — | — |