# Tara Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tara-group-llc-401k-plan

> Tara Group, LLC's 401(k) plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tara Group, LLC

- **Sponsor EIN:** 611699645

- **Sponsor Address:** 433 PLAZA REAL,, BOCA RATON, FL, 33432

- **Plan Type:** 401(k)

- **Total Participants:** 323

- **Total Assets:** $15.8M

## 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|323|$15.8M|$471,321|$1.3M|

| 2023|467|$12.4M|$413,975|$1.1M|

| 2022|136|$7.8M|$266,650|$1.1M|

## 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|

| HATCHER CAPITAL INVESTMENTS INC|NONE|$49,324|—|$49,324|

| THE VANGUARD GROUP, INC.|NONE|$10,361|—|$10,361|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,685

- **Estimated Expense Ratio:** 0.378% 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|$57,558|$47,197|$10,361|—|—|

| 2023|$31,855|$22,282|$9,573|—|—|

| 2022|$806|—|—|—|—|

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