# Terros, INC. 401(k) Plan
Source: https://planprovider.pro/companies/terros-inc-401k-plan

> Terros, INC.'s 401(k) plan: 1,040 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Terros, INC.

- **Sponsor EIN:** 860252067

- **Sponsor Address:** 3003 NORTH CENTRAL AVE SUITE 400, PHOENIX, AZ, 85012

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

- **Total Participants:** 1,040

- **Total Assets:** $25.8M

## 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|1,040|$25.8M|$1.3M|$2.5M|

| 2023|894|$21.5M|$1.2M|$2.4M|

| 2022|798|$17.5M|$988,655|$2.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$152,557|—|$152,557|

| RAYMOND JAMES|INVESTMENT ADVISOR|$59,927|—|$59,927|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $212,484

- **Estimated Expense Ratio:** 0.824% 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|$157,412|$59,927|—|—|—|

| 2023|$134,092|$48,782|—|—|—|

| 2022|$162,454|$107,387|$54,809|—|—|

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