# Tarbell Management Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tarbell-management-group-llc-plan

> Tarbell Management Group, LLC's 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tarbell Management Group, LLC

- **Sponsor EIN:** 273567818

- **Sponsor Address:** 26 EAGLE DRIVE, SUITE A, HOGANSBURG, NY, 13655

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

- **Total Participants:** 206

- **Total Assets:** $4.7M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|206|$4.7M|$198,905|$445,375|

| 2023|203|$3.9M|$200,858|$368,058|

| 2022|189|$3.0M|$139,891|$319,246|

## 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|

| TRONCONI, SEGARRA & ASSOCIATES LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$32,402|$16,805|$7,585|—|—|

| 2023|$26,213|$13,092|$6,425|—|—|

| 2022|$30,778|$11,533|$19,245|—|—|

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