# Tarter Gate Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/tarter-management-401k-plan

> Tarter Gate Co., LLC's 401(k) plan: 779 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — 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|—|—|

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