Plan Snapshot
- Plan Sponsor: Tapani Plumbing, INC.
- Sponsor EIN: 911453347
- Sponsor Address: 2103 SE 12TH AVENUE, BATTLE GROUND, WA, 98604
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 106 | $15.8M | $645,918 | $600,620 |
| 2023 | 102 | $13.3M | $629,941 | $575,457 |
| 2022 | 113 | $10.8M | $970,465 | $525,293 |
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 |
|---|---|---|---|---|
| BARRETT & COMPANY, PLLC | 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 | $87,922 | $56,118 | $27,468 | — | — |
| 2023 | $74,640 | $47,384 | $23,941 | — | — |
| 2022 | $70,868 | $45,846 | $24,027 | — | — |