Plan Snapshot
- Plan Sponsor: Tantara Transportation Corp.
- Sponsor EIN: 421323783
- Sponsor Address: 2420 STEWART RD, MUSCATINE, IA, 527618608
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $3.5M
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 | 73 | $3.5M | $0 | $182,685 |
| 2023 | 74 | $3.0M | $0 | $195,226 |
| 2022 | 80 | $2.5M | $75,581 | $280,272 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $25,939 | — | $25,939 |
| RETIRERIGHT CONSULTING GROUP | INVESTMENT ADVISORY | — | $9,366 | $9,366 |
| TIMER & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RETIRERIGHT CONSULTING GROUP — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,305
- Estimated Expense Ratio: 1.016% 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 | $221,680 | — | — | — | — |
| 2023 | $266,209 | — | — | — | — |
| 2022 | — | — | — | — | — |