Plan Snapshot
- Plan Sponsor: Tsay Federal Contracting Companies
- Sponsor EIN: 270083965
- Sponsor Address: 347 EAGLE ROAD, OHKAY OWINGEH, NM, 87566
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 319 | $14.0M | $961,892 | $437,949 |
| 2023 | 317 | $13.3M | $891,777 | $395,088 |
| 2022 | 257 | $12.6M | $1.5M | $508,296 |
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 |
|---|---|---|---|---|
| BLUEBIRD CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUEBIRD CPA'S — 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 |
|---|---|---|---|---|---|
| 2024 | $58,701 | $58,701 | — | — | — |
| 2023 | $67,323 | $67,323 | — | — | — |
| 2022 | $77,810 | $61,485 | — | — | — |