Plan Snapshot
- Plan Sponsor: Tax Analysts
- Sponsor EIN: 237073182
- Sponsor Address: 400 SOUTH MAPLE AVENUE SUITE 400, FALLS CHURCH, VA, 220464245
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $42.4M
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 | 180 | $42.4M | $923,731 | $1.8M |
| 2023 | 169 | $38.7M | $710,910 | $1.7M |
| 2022 | 162 | $34.0M | $673,475 | $1.6M |
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 |
|---|---|---|---|---|
| ROGERS & CO. | 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 | $63,157 | $45,529 | — | — | — |
| 2023 | $56,537 | $41,300 | — | — | — |
| 2022 | $59,438 | — | $59,438 | — | — |