Plan Snapshot
- Plan Sponsor: Tiber Capital Group LLC
- Sponsor EIN: 832250098
- Sponsor Address: 9200 E. HAMPTON DRIVE, CAPITOL HEIGHTS, MD, 20743
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 134
- Total Assets: $2.7M
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. |
|---|---|---|---|---|
| 2023 | 134 | $2.7M | $0 | $762,573 |
| 2022 | 411 | $2.3M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $29,540 | — | $29,540 |
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $12,813 | — | $12,813 |
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $12,366 | — | $12,366 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,719
- Estimated Expense Ratio: 1.992% 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 |
|---|---|---|---|---|---|
| 2023 | $54,719 | $12,366 | — | — | — |
| 2022 | $26,615 | — | $26,615 | — | — |