Plan Snapshot
- Plan Sponsor: Tavant Technologies, INC.
- Sponsor EIN: 912027172
- Sponsor Address: 3945 FREEDOM CIRCLE, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $27.7M
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 | 297 | $27.7M | $464,411 | $3.1M |
| 2023 | 267 | $22.9M | $422,101 | $2.8M |
| 2022 | 285 | $17.0M | $438,103 | $2.9M |
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 |
|---|---|---|---|---|
| RPA FINANCIAL, LLC | INVESTMENT/FINANCIAL ADVI | $10,509 | — | $10,509 |
| CHUGH CPAS LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,509
- Estimated Expense Ratio: 0.038% 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 | $14,084 | $10,510 | — | — | — |
| 2023 | $13,175 | $10,000 | — | — | — |
| 2022 | $13,942 | — | — | — | — |