Plan Snapshot
- Plan Sponsor: Tazmanian Freight Systems, INC.
- Sponsor EIN: 341596477
- Sponsor Address: 6640 ENGLE RD, MIDDLEBURG HTS, OH, 44130
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $14.0M
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 | 207 | $14.0M | $509,999 | $940,710 |
| 2023 | 197 | $10.8M | $476,131 | $869,117 |
| 2022 | 167 | $7.9M | $402,847 | $732,982 |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | REGISTERED INVESTMENT AD | $38,043 | — | $38,043 |
| ZINNER & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,043
- Estimated Expense Ratio: 0.272% 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 | $78,787 | $38,043 | $8,175 | — | — |
| 2023 | $58,288 | $27,901 | $30,387 | — | — |
| 2022 | $48,319 | $23,139 | $25,180 | — | — |