Plan Snapshot
- Plan Sponsor: Tapecon, INC.
- Sponsor EIN: 161209084
- Sponsor Address: 701 SENECA STREET, BUFFALO, NY, 142101351
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $9.3M | $94,159 | $384,683 |
| 2023 | 106 | $9.4M | $92,632 | $391,854 |
| 2022 | 107 | $8.5M | $89,528 | $405,161 |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW KERSHNER LLP | 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 | $1,272 | — | — | — | — |
| 2023 | $2,554 | — | $2,554 | — | — |
| 2022 | $19,157 | — | $19,157 | — | — |