# Tellus Equipment Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tellus-equipment-solutions-llc-401k-plan

> Tellus Equipment Solutions, LLC's 401(k) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$23,464|—|$23,464|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,464

- **Estimated Expense Ratio:** 0.752% 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|$23,465|—|$23,465|—|—|

| 2023|$18,807|—|$18,807|—|—|

| 2022|$14,282|—|$14,282|—|—|

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