Plan Snapshot
- Plan Sponsor: Tasi Holdings, INC.
- Sponsor EIN: 562394552
- Sponsor Address: 10100 PROGRESS WAY, HARRISON, OH, 45030
- Plan Type: 401(k)
- Total Participants: 1,260
- Total Assets: $131.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 1,260 | $131.5M | $4.0M | $8.6M |
| 2022 | 1,048 | $96.6M | $3.4M | $7.5M |
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 |
|---|---|---|---|---|
| CETERA ADVISORS LLC | INVESTMENT ADVISOR | $202,194 | — | $202,194 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $26,472 | — | $26,472 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $23,608 | — | $23,608 |
| ERNST AND YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST AND YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $252,274
- Estimated Expense Ratio: 0.192% 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 |
|---|---|---|---|---|---|
| 2023 | $126,137 | $114,333 | — | — | — |
| 2022 | $107,605 | — | $107,605 | — | — |