Plan Snapshot
- Plan Sponsor: Taurus Industrial Group, LLC
- Sponsor EIN: 822422134
- Sponsor Address: 1499 UNDERWOOD ROAD, LA PORTE, TX, 77571
- Plan Type: 401(k)
- Total Participants: 1,089
- Total Assets: $51.3M
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. |
|---|---|---|---|---|
| 2024 | 1,089 | $51.3M | $2.1M | $3.8M |
| 2023 | 1,974 | $56.2M | $925,873 | $2.9M |
| 2022 | 1,774 | $43.4M | $963,852 | $2.7M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $11,456 | — | $11,456 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- 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: $11,456
- Estimated Expense Ratio: 0.022% 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 | $144,802 | $10,153 | — | — | — |
| 2023 | $110,853 | $42,828 | $300 | — | — |
| 2022 | $88,740 | $1,327 | — | — | — |