# Tarantino Senior Living Communities LLC 401(k) Plan
Source: https://planprovider.pro/companies/tarantino-senior-living-communities-llc-401k-plan

> Tarantino Senior Living Communities LLC's 401(k) plan: 626 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sheffield-trackwell-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tarantino-senior-living-communities-llc-401k-plan)

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