Plan Snapshot
- Plan Sponsor: Tiger Valuation Services, LLC
- Sponsor EIN: 203470234
- Sponsor Address: 60 STATE STREET 11TH FLOOR, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $37.3M
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 | 121 | $37.3M | $769,862 | $1.6M |
| 2023 | 125 | $30.1M | $575,962 | $1.4M |
| 2022 | 117 | $23.1M | $481,540 | $1.1M |
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 |
|---|---|---|---|---|
| FINEMAN WEST & COMPANY LLP | 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 | $155,825 | — | $155,825 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |