Plan Snapshot
- Plan Sponsor: Tarkett Finance INC.
- Sponsor EIN: 522066880
- Sponsor Address: 30000 AURORA ROAD, SOLON, OH, 44139
- Plan Type: DB
- Total Participants: 155
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $20.8M | $1.3M | $0 |
| 2023 | 170 | $50.8M | $902,000 | $0 |
| 2022 | 222 | $54.9M | $1.3M | $0 |
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 |
|---|---|---|---|---|
| MERCER | NONE | $352,508 | — | $352,508 |
| MERCER INVESTMENTS LLC | FIDUCIARY | $118,277 | $7,606 | $125,883 |
| U.S. BANK NATIONAL ASSOCIATION | NONE | $38,946 | — | $38,946 |
| CLIFTONLARSONALLEN LLP | NONE | $14,957 | — | $14,957 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK NATIONAL ASSOCIATION — NONE
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $532,294
- Estimated Expense Ratio: 2.559% 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 | $873,371 | $125,883 | — | $14,957 | — |
| 2023 | $1,497,388 | $140,531 | — | $14,175 | — |
| 2022 | $657,301 | $148,319 | — | — | $206,838 |