Plan Snapshot
- Plan Sponsor: Tapestry Solutions, INC
- Sponsor EIN: 330649297
- Sponsor Address: 6910 CARROLL ROAD, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 456
- Total Assets: $98.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 456 | $98.0M | $1.5M | $5.2M |
| 2023 | 454 | $85.2M | $1.5M | $5.0M |
| 2022 | 451 | $71.7M | $1.4M | $4.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $120,409 | — | $120,409 |
| HALL, MACGREGOR | NONE | $100,000 | — | $100,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,409
- Estimated Expense Ratio: 0.225% 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 | $220,559 | $100,000 | — | — | — |
| 2023 | $203,772 | $100,000 | — | — | — |
| 2022 | $206,795 | $100,000 | $106,795 | — | — |