# Tavistock Corporation 401(k) Plan
Source: https://planprovider.pro/companies/tavistock-corporation-401k-plan

> Tavistock Corporation's 401(k) plan: 667 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tavistock Corporation

- **Sponsor EIN:** 592117458

- **Sponsor Address:** 9350 CONROY WINDERMERE RD., WINDERMERE, FL, 34786

- **Plan Type:** 401(k)

- **Total Participants:** 667

- **Total Assets:** $43.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|667|$43.0M|$843,632|$4.0M|

| 2023|684|$35.4M|$735,654|$3.8M|

| 2022|718|$28.4M|$514,911|$3.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$84,287|—|$84,287|

| ONEDIGITAL INVESTMENT ADVISORS LLC|ADVISOR|$30,000|—|$30,000|

| CBIZ BENEFITS AND INSURANCE SERVICE|CONSULTANT|$10,068|—|$10,068|

| RICHEY, MAY & CO, LLP|ACCOUNTANT/AUDITOR|$9,900|—|$9,900|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [RICHEY, MAY & CO, LLP](https://planprovider.pro/provider/retirement-plan-consultants) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $134,255

- **Estimated Expense Ratio:** 0.313% 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|$134,255|$30,000|—|$9,900|—|

| 2023|$132,426|$29,446|—|$9,300|—|

| 2022|$140,245|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tavistock-corporation-401k-plan)

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