Plan Snapshot
- Plan Sponsor: Tan Holdings Corporation
- Sponsor EIN: 660483398
- Sponsor Address: P. O. BOX 1280, SAIPAN, MP, 96950
- Plan Type: 401(k)
- Total Participants: 474
- Total Assets: $17.3M
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 | 474 | $17.3M | $366,182 | $1.7M |
| 2023 | 450 | $15.0M | $377,676 | $1.7M |
| 2022 | 875 | $12.7M | $381,383 | $1.6M |
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 |
|---|---|---|---|---|
| ASC TRUST, LLC | NONE | $124,869 | — | $124,869 |
| BURGER COMER & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BURGER COMER & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,869
- Estimated Expense Ratio: 0.722% 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 | $124,869 | $124,869 | — | — | — |
| 2023 | $109,640 | — | $9,824 | — | — |
| 2022 | $103,218 | — | $94,248 | — | $8,970 |