# Tanager Place 403(b) Plan
Source: https://planprovider.pro/companies/tanager-place-403b-plan

> Tanager Place's 403(b) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ascensus-llc) — THIRD PARTY ADMIN

- [LINCOLN RETIREMENT SERVICES](https://planprovider.pro/provider/lincoln-financial-group) — RECORDKEEPER

- [BERGANKDV](https://planprovider.pro/provider/bergankdv-ltd) — 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|—|—|

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