# Terra-Gen, LLC 401(k) Plan
Source: https://planprovider.pro/companies/terra-gen-llc-401k-plan

> Terra-Gen, LLC's 401(k) plan: 379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Terra-Gen, LLC

- **Sponsor EIN:** 300878595

- **Sponsor Address:** 437 MADISON AVENUE, NEW YORK, NY, 10022

- **Plan Type:** 401(k)

- **Total Participants:** 379

- **Total Assets:** $68.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|379|$68.6M|$3.6M|$3.4M|

| 2023|366|$57.4M|$2.9M|$2.7M|

| 2022|333|$46.1M|$2.7M|$2.3M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$61,674|—|$61,674|

| RAYMOND JAMES FINANCIAL CENTER|CONSULTANT|$40,000|—|$40,000|

| WISS & COMPANY LLP|CONSULTANT|$17,000|—|$17,000|

| WISS & COMPANY|Auditor|$17,000|—|$17,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES FINANCIAL CENTER](https://planprovider.pro/provider/john-hancock) — CONSULTANT

- [WISS & COMPANY](https://planprovider.pro/provider/wiss-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $135,674

- **Estimated Expense Ratio:** 0.198% 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|$117,630|$40,000|—|$17,000|—|

| 2023|$102,053|$30,000|—|$16,750|—|

| 2022|$117,881|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/terra-gen-llc-401k-plan)

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