Plan Snapshot
- Plan Sponsor: Tarian Group, LLC
- Sponsor EIN: 841098613
- Sponsor Address: 990 S BROADWAY, DENVER, CO, 80209
- Plan Type: 401(k)
- Total Participants: 6,875
- Total Assets: $8.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,875 | $8.7M | $734 | $1.4M |
| 2023 | 4,665 | $9.0M | $158,992 | $1.2M |
| 2022 | 4,101 | $8.4M | $123,859 | $1.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $63,406 | — | $63,406 |
| INTELLICENTS INVESTMENT SOLUTIONS | INVESTMENT ADVISORY | — | $14,017 | $14,017 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $8,512 | $8,512 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INTELLICENTS INVESTMENT SOLUTIONS — INVESTMENT ADVISORY
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,935
- Estimated Expense Ratio: 0.989% 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 | $63,407 | — | $63,407 | — | — |
| 2023 | $59,786 | — | $59,786 | — | — |
| 2022 | $63,374 | — | $63,374 | — | — |