Plan Snapshot
- Plan Sponsor: Tampico Beverages INC.
- Sponsor EIN: 363676374
- Sponsor Address: 3106 N. CAMPBELL AVENUE, CHICAGO, IL, 60618
- Plan Type: DC
- Total Participants: 138
- Total Assets: $3.9M
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 | 138 | $3.9M | $0 | $313,244 |
| 2023 | 136 | $3.8M | $0 | $269,334 |
| 2022 | 136 | $3.3M | $0 | $284,387 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
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 | $25,662 | — | $25,662 | — | — |
| 2023 | $22,866 | — | $22,866 | — | — |
| 2022 | $23,432 | — | $23,432 | — | — |