Plan Snapshot
- Plan Sponsor: Tarrytown Expocare LLC
- Sponsor EIN: 454799153
- Sponsor Address: 8500 SHOAL CREEK BLVD, AUSTIN, TX, 78757
- Plan Type: 401(k)
- Total Participants: 463
- Total Assets: $10.6M
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 | 463 | $10.6M | $454,624 | $1.2M |
| 2023 | 414 | $8.2M | $630,244 | $1.1M |
| 2022 | 334 | $5.0M | $405,046 | $799,727 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $71,818 | $44,806 | $27,012 | — | — |
| 2023 | $51,623 | $29,732 | $21,891 | — | — |
| 2022 | $41,781 | $22,836 | $18,945 | — | — |