# Tribute Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tribute-companies-inc-401k-plan

> Tribute Companies, INC.&#39;s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tribute Companies, INC.

- **Sponsor EIN:** 471515953

- **Sponsor Address:** 414 ARBORETUM DR #125, WILMINGTON, NC, 28405

- **Plan Type:** 401(k)

- **Total Participants:** 133

- **Total Assets:** $8.0M

## 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|133|$8.0M|$287,468|$463,619|

| 2023|127|$6.7M|$261,293|$419,751|

| 2022|132|$5.6M|$260,245|$406,953|

## 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|

| THE VANGUARD GROUP|RECORDKEEPER|$10,860|—|$10,860|

| AC CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AC CPA, PLLC](https://planprovider.pro/provider/ac-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,860

- **Estimated Expense Ratio:** 0.135% 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|$9,815|—|$9,815|—|—|

| 2023|$11,002|—|$11,002|—|—|

| 2022|$9,230|—|$9,230|—|—|

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