# Tarditi, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tarditi-inc-831247148-003

> Tarditi, INC.'s 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tarditi, INC.

- **Sponsor EIN:** 831247148

- **Sponsor Address:** 11396 NORTH HIGHWAY 99, LODI, CA, 95240

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

- **Plan Number:** 003

- **Total Participants:** 96

- **Total Assets:** $7.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|96|$7.5M|$296,141|$347,256|

| 2023|96|$7.1M|$314,145|$385,890|

| 2022|110|$6.4M|$283,613|$376,047|

## 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|

| FINDEC BENEFIT SERVICES, INC.|Recordkeeper|$19,304|—|$19,304|

| BFC PLANNING INC|Investment Advisor|$11,363|—|$11,363|

| SCHWARTZ GIANNINI LANTSBERGER|Auditor|$9,000|—|$9,000|

| FINDEC WEALTH SERVICES, INC.|Investment Advisor|$6,412|—|$6,412|

### Verified Provider Profiles

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

- [FINDEC WEALTH SERVICES, INC.](https://planprovider.pro/provider/findec-wealth-services-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,079

- **Estimated Expense Ratio:** 0.611% 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|$46,079|$17,775|$19,304|$9,000|—|

| 2023|$40,795|$18,524|—|—|—|

| 2022|$32,232|$17,514|$14,718|—|—|

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