Plan Snapshot
- Plan Sponsor: Tarkett Finance INC.
- Sponsor EIN: 522066880
- Sponsor Address: 30000 AURORA ROAD, SOLON, OH, 44139
- Plan Type: 401(k)
- Total Participants: 3,502
- Total Assets: $286.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,502 | $286.6M | $9.2M | $19.0M |
| 2023 | 2,330 | $208.4M | $6.4M | $13.1M |
| 2022 | 2,387 | $178.3M | $6.0M | $12.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $238,796 | — | $238,796 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $114,944 | — | $114,944 |
| AON INVESTMENTS USA INC | ADVISOR | $72,781 | — | $72,781 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $426,521
- Estimated Expense Ratio: 0.149% 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 | $425,668 | $154,944 | $1,200 | — | — |
| 2023 | $328,533 | $126,823 | $300 | — | — |
| 2022 | $425,824 | $83,201 | — | — | — |