Plan Snapshot
- Plan Sponsor: Tanager Place
- Sponsor EIN: 420688079
- Sponsor Address: 2309 C STREET SW, CEDAR RAPIDS, IA, 524043707
- Plan Type: 403(b)
- Total Participants: 308
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 308 | $5.6M | $113,787 | $520,668 |
| 2023 | 310 | $5.0M | $94,875 | $455,272 |
| 2022 | 301 | $4.1M | $4,522 | $426,009 |
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 |
|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | THIRD PARTY ADMIN | $34,616 | — | $34,616 |
| LINCOLN RETIREMENT SERVICES | RECORDKEEPER | $33,736 | — | $33,736 |
| BERGANKDV | INVESTMENT ADVISOR | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUTUREPLAN BY ASCENSUS — THIRD PARTY ADMIN
- LINCOLN RETIREMENT SERVICES — RECORDKEEPER
- BERGANKDV — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,852
- Estimated Expense Ratio: 1.416% 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 | $18,114 | — | $18,114 | — | — |
| 2023 | $3,120 | — | $3,120 | — | — |
| 2022 | $2,600 | — | $2,600 | — | — |