Plan Snapshot
- Plan Sponsor: Tanner Services, LLC
- Sponsor EIN: 510581042
- Sponsor Address: P O BOX 1434, EUNICE, LA, 70535
- Plan Type: 401(k)
- Total Participants: 537
- Total Assets: $8.3M
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 | 537 | $8.3M | $232,609 | $697,829 |
| 2023 | 518 | $7.8M | $251,973 | $753,104 |
| 2022 | 434 | $7.0M | $235,906 | $712,225 |
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 |
|---|---|---|---|---|
| THIBODAUX HEBERT DESHOTELS LEBLANC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $74,423 | — | $53,660 | — | — |
| 2023 | $55,265 | — | $51,016 | — | — |
| 2022 | $55,311 | — | $50,721 | — | $4,590 |