Plan Snapshot
- Plan Sponsor: Tuckahoe Holdings, LLC
- Sponsor EIN: 473268511
- Sponsor Address: 5008 MONUMENT AVENUE, RICHMOND, VA, 23230
- Plan Type: 401(k)
- Total Participants: 2,291
- Total Assets: $33.9M
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 | 2,291 | $33.9M | $1.4M | $3.3M |
| 2023 | 2,290 | $17.1M | $717,153 | $1.9M |
| 2022 | 1,827 | $13.3M | $709,334 | $2.0M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $95,128 | — | $95,128 |
| ONE DIGITAL INVESTMENT ADV. | Recordkeeper | $31,600 | — | $31,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONE DIGITAL INVESTMENT ADV. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,728
- Estimated Expense Ratio: 0.374% 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 | $126,384 | $31,600 | $94,784 | — | — |
| 2023 | $106,052 | $20,739 | $85,313 | — | — |
| 2022 | $135,906 | $27,339 | $108,567 | — | — |