Plan Snapshot
- Plan Sponsor: The Tatitlek Corporation
- Sponsor EIN: 920047496
- Sponsor Address: 1528 SOUTH EL CAMINO REAL, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 323
- Total Assets: $775,394
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 323 | $775,394 | $2.5M | $160,878 |
| 2023 | 319 | $566,387 | $3.5M | $190,272 |
| 2022 | 554 | $636,849 | $4.5M | $237,101 |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. | Other Service Provider | $422,786 | $16,035 | $438,821 |
| CIGNA HEALTH AND LIFE INSURANCE | Other Service Provider | $44,928 | — | $44,928 |
| FIDUCIARY PLAN MANAGEMENT SERVICES | Other Service Provider | $38,927 | — | $38,927 |
| INEICH & COMPANY, LLP | Auditor | $28,900 | — | $28,900 |
| UNITED WORKERS WELLNESS | Other Service Provider | $22,058 | — | $22,058 |
| GLOBALCARE, INC. | Other Service Provider | $6,828 | — | $6,828 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INEICH & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $580,462
- Estimated Expense Ratio: 74.860% 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 | $495,797 | — | $372,609 | $28,900 | — |
| 2023 | $766,466 | — | $685,367 | $27,500 | — |
| 2022 | $961,437 | — | $639,464 | — | $74,641 |