# Taxhawk, INC. 401(k) Plan
Source: https://planprovider.pro/companies/taxhawk-inc-401k-plan

> Taxhawk, INC.'s 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Taxhawk, INC.

- **Sponsor EIN:** 861018210

- **Sponsor Address:** 1344 EAST 1120 SOUTH, PROVO, UT, 84606

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

- **Total Participants:** 148

- **Total Assets:** $36.5M

## 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|148|$36.5M|$2.5M|$1.3M|

| 2023|135|$29.1M|$2.0M|$1.1M|

| 2022|112|$21.8M|$1.7M|$873,787|

## 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|

| OSAIC WEALTH, INC.|NONE|$97,837|—|$97,837|

| AMERITAS LIFE INSURANCE CORP|NONE|$6,652|—|$6,652|

| PRUDENT INVESTOR ADVISORS|NONE|$6,522|—|$6,522|

| MATRIX TRUST COMPANY|NONE|$6,177|—|$6,177|

| BAS PARTNERS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [OSAIC WEALTH, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — NONE

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [BAS PARTNERS](https://planprovider.pro/provider/bas-partners) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $117,188

- **Estimated Expense Ratio:** 0.321% 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|$117,188|$104,359|$6,652|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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