Plan Snapshot
- Plan Sponsor: Tarter Gate Co., LLC
- Sponsor EIN: 610662270
- Sponsor Address: 10739 SOUTH U.S. 127, DUNNVILLE, KY, 42528
- Plan Type: 401(k)
- Total Participants: 779
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 779 | $10.9M | $315,436 | $816,332 |
| 2023 | 789 | $11.4M | $262,572 | $729,008 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK USA | RECORDKEEPER | $35,201 | — | $35,201 |
| HARDY REED, LLC | RECORDKEEPER | $27,394 | — | $27,394 |
| BENEFITS ADMINISTRATORS, LLC | TPA | $18,092 | — | $18,092 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,687
- Estimated Expense Ratio: 0.741% 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 | $59,817 | $27,394 | $12,552 | — | — |
| 2023 | $41,365 | $17,010 | $11,478 | — | — |