Plan Snapshot
- Plan Sponsor: Tarantino Senior Living Communities LLC
- Sponsor EIN: 455599476
- Sponsor Address: 7887 SAN FELIPE ST STE 237, HOUSTON, TX, 77063
- Plan Type: 401(k)
- Total Participants: 626
- Total Assets: $1.3M
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 | 626 | $1.3M | $198,222 | $608,035 |
| 2023 | 448 | $650,126 | $65,567 | $202,903 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $32,896 | $21,757 | $54,653 |
| SHEFFIELD, TRACKWELL & RAPP, LLC | AUDITOR | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHEFFIELD, TRACKWELL & RAPP, LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,153
- Estimated Expense Ratio: 5.326% 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 | $47,721 | — | $32,221 | $15,500 | — |
| 2023 | $11,104 | — | $11,104 | — | — |