# Tapestry Solutions, INC 401(k) Plan
Source: https://planprovider.pro/companies/tapestry-solutions-inc-401k-plan

> Tapestry Solutions, INC&#39;s 401(k) plan: 456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Unicom, INC.](https://planprovider.pro/companies/unicom-systems-inc-401k-plan) — 457 participants

- [Path Ccm, INC.](https://planprovider.pro/companies/path-ccm-inc-401k-plan) — 460 participants

- [Harness INC.](https://planprovider.pro/companies/harness-inc-401k-plan) — 467 participants

- [Talkdesk INC.](https://planprovider.pro/companies/talkdesk-inc-401k-plan) — 472 participants

- [One, INC.](https://planprovider.pro/companies/one-inc-401k-plan) — 438 participants

- [Mango Technologies INC. Dba Clickup](https://planprovider.pro/companies/clickup-401k-plan) — 496 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tapestry-solutions-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
