# Tavant Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tavant-technologies-inc-401k-plan

> Tavant Technologies, INC.'s 401(k) plan: 297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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