Tanner Research, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tanner Research, INC.
  • Sponsor EIN: 954163780
  • Sponsor Address: 1851 HUNTINGTON DR., DUARTE, CA, 91010
  • Plan Type: 401(k)
  • Total Participants: 26
  • Total Assets: $16.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202426$16.9M$41,489$198,358
202315$14.5M$72,374$204,074
202218$12.2M$37,783$183,308

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