Plan Snapshot
- Plan Sponsor: Tukaiz, LLC
- Sponsor EIN: 743117536
- Sponsor Address: 2917 NORTH LATORIA LANE, FRANKLIN PARK, IL, 60131
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $8.4M
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 | 147 | $8.4M | $30,795 | $425,199 |
| 2023 | 148 | $7.7M | $27,896 | $410,286 |
| 2022 | 139 | $7.0M | $26,243 | $347,459 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 |
|---|---|---|---|---|---|
| 2024 | $25,096 | — | $296 | — | — |
| 2023 | $21,264 | — | $350 | — | — |
| 2022 | $20,067 | — | $370 | — | $19,697 |