Plan Snapshot
- Plan Sponsor: Tanimura & Antle INC.
- Sponsor EIN: 942906792
- Sponsor Address: 1 HARRIS ROAD, SALINAS, CA, 93908
- Plan Type: 401(k)
- Total Participants: 4,435
- Total Assets: $121.6M
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 | 4,435 | $121.6M | $2.9M | $5.1M |
| 2023 | 6,455 | $109.2M | $2.8M | $4.7M |
| 2022 | 3,973 | $96.5M | $2.6M | $4.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $101,664 | — | $101,664 |
| CONCURRENT INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $40,000 | — | $40,000 |
| CLIFTON LARSON ALLEN WEALTH ADVISOR | AUDITOR | $13,296 | — | $13,296 |
| CLIFTON LARSON ALLEN LLP | Auditor | $13,296 | — | $13,296 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,256
- Estimated Expense Ratio: 0.138% 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 | $154,960 | $40,000 | — | $13,296 | — |
| 2023 | $200,342 | $58,250 | — | $21,105 | — |
| 2022 | $252,502 | $40,000 | $148,080 | — | $19,446 |