Plan Snapshot
- Plan Sponsor: The Republic Of Tea, INC.
- Sponsor EIN: 680324440
- Sponsor Address: 11051 N MOCKINGBIRD ROAD,, NASHVILLE, IL, 62263
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 142 | $17.9M | $546,000 | $641,562 |
| 2023 | 143 | $15.3M | $541,000 | $610,635 |
| 2022 | 148 | $14.5M | $546,000 | $563,757 |
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 |
|---|---|---|---|---|
| HOLT AND PATTERSON, LLC | 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 | $17,276 | — | $400 | — | — |
| 2023 | $16,673 | — | $350 | — | — |
| 2022 | $16,392 | — | $16,392 | — | — |