Plan Snapshot
- Plan Sponsor: Team Tag Services, LLC
- Sponsor EIN: 881639559
- Sponsor Address: 281 SANDERS CREEK PARKWAY, EAST SYRACUSE, NY, 13057
- Plan Type: DC
- Total Participants: 20,823
- Total Assets: $596.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 20,823 | $596.9M | $29.6M | $71.5M |
| 2023 | 20,670 | $466.3M | $25.3M | $65.6M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $542,041 | — | $542,041 |
| CAPFINANCIAL PARTNERS LLC | NONE | $81,081 | — | $81,081 |
| FIRLEY,MORAN,FREER & EASSA CPA, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $623,122
- Estimated Expense Ratio: 0.104% 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 | $906,787 | $82,531 | — | — | — |
| 2023 | $801,981 | $79,653 | — | — | — |