Plan Snapshot
- Plan Sponsor: Tipperary Sales, INC.
- Sponsor EIN: 581933151
- Sponsor Address: 629-A RONALD REAGAN DRIVE, EVANS, GA, 30809
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 152 | $10.7M | $0 | $0 |
| 2024 | 120 | $12.9M | $1.7M | $573,083 |
| 2023 | 103 | $10.9M | $955,711 | $556,442 |
| 2022 | 96 | $8.9M | $347,934 | $580,349 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $71,492 | — | $71,492 | — | — |
| 2024 | $78,808 | — | $78,808 | — | — |
| 2023 | $80,614 | — | $80,614 | — | — |
| 2022 | $80,713 | — | $80,713 | — | — |