Plan Snapshot
- Plan Sponsor: Tubelite Enterprises LLC
- Sponsor EIN: 842410409
- Sponsor Address: 711 HAYS CIR, LONGMONT, CO, 80504
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $47,440
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. |
|---|---|---|---|---|
| 2024 | 1 | $47,440 | $0 | $0 |
| 2023 | 316 | $772,869 | $129,452 | $808,890 |
| 2022 | 309 | $9.1M | $158,588 | $869,777 |
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 |
|---|---|---|---|---|
| PURVIS GRAY & COMPANY, LLP | Auditor | $11,000 | — | $11,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 23.187% 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 | $731,371 | — | -$12,693 | — | — |
| 2023 | $62,771 | $18,379 | — | $11,000 | — |
| 2022 | $37,520 | — | $37,520 | — | — |