Plan Snapshot
- Plan Sponsor: Tellus Equipment Solutions, LLC
- Sponsor EIN: 850526167
- Sponsor Address: PO BOX 946, KATY, TX, 774920946
- Plan Type: 401(k)
- Total Participants: 401
- Total Assets: $3.1M
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 | 401 | $3.1M | $196,178 | $523,972 |
| 2023 | 447 | $2.9M | $0 | $547,732 |
| 2022 | 451 | $2.3M | $0 | $498,885 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $23,465 | — | $23,465 | — | — |
| 2023 | $18,807 | — | $18,807 | — | — |
| 2022 | $14,282 | — | $14,282 | — | — |