Plan Snapshot
- Plan Sponsor: Tater INC.
- Sponsor EIN: 862004872
- Sponsor Address: 411 OVERLAND AVENUE, BURLEY, ID, 83318
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $2.1M
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 | 229 | $2.1M | $304,591 | $544,312 |
| 2023 | 155 | $1.2M | $218,784 | $401,332 |
| 2022 | 108 | $301,355 | $50,702 | $107,211 |
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 |
|---|---|---|---|---|
| GILBERT & STEWART | Auditor | — | — | $0 |
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 | $155,581 | — | $21,342 | — | — |
| 2023 | $11,080 | — | — | — | — |
| 2022 | $204 | $204 | — | — | — |