# Tax Management Associates, INC DC Plan
Source: https://planprovider.pro/companies/tax-management-associates-inc-plan

> Tax Management Associates, INC's DC plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Tax Management Associates, INC

- **Sponsor EIN:** 561507131

- **Sponsor Address:** 5121 PARKWAY PLAZA, CHARLOTTE, NC, 28217

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2026|0|$0|$0|$0|

| 2025|0|$12,002|$0|$0|

| 2024|0|$12,302|$0|$0|

| 2023|0|$32,562|$0|$0|

| 2022|0|$32,562|$0|$0|

## 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|

| ELLIOTT DAVIS, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIOTT DAVIS, PLLC](https://planprovider.pro/provider/elliott-davis-llc) — Auditor

## 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|

| 2026|—|—|—|—|—|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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