Plan Snapshot
- Plan Sponsor: Tayco Engineering, INC.
- Sponsor EIN: 952698302
- Sponsor Address: 10874 HOPE STREET, CYPRESS, CA, 90630
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 129
- Total Assets: $22.8M
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. |
|---|---|---|---|---|
| 2025 | 129 | $22.8M | $0 | $0 |
| 2024 | 116 | $21.1M | $561,396 | $758,377 |
| 2023 | 110 | $21.7M | $537,733 | $702,522 |
| 2022 | 109 | $19.6M | $531,017 | $647,650 |
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 |
|---|---|---|---|---|
| CETERA WEALTH SERVICES LLC | Other Service Provider | — | $39,936 | $39,936 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,936
- Estimated Expense Ratio: 0.175% 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 |
|---|---|---|---|---|---|
| 2025 | $2,322,427 | — | — | — | — |
| 2024 | $3,396 | — | — | — | — |
| 2023 | $4,357 | — | — | $730 | — |
| 2022 | $3,144 | — | — | — | — |