# Tunnell Companies, LP 401(k) Plan
Source: https://planprovider.pro/companies/tunnell-companies-lp-401k-plan

> Tunnell Companies, LP&#39;s 401(k) plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tunnell Companies, LP

- **Sponsor EIN:** 510262321

- **Sponsor Address:** 34026 ANNAS WAY UNIT 1, LONG NECK, DE, 199663213

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

- **Total Participants:** 232

- **Total Assets:** $21.9M

## 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|232|$21.9M|$838,275|$1.1M|

| 2023|221|$19.7M|$769,700|$1.0M|

| 2022|198|$16.1M|$699,921|$922,130|

## 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|

| JEFFERSON URIAN DOANE & STERNER, PA|Auditor|$20,450|—|$20,450|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,450

- **Estimated Expense Ratio:** 0.094% 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|$112,553|$19,397|—|$20,450|—|

| 2023|$114,503|$16,345|—|$31,040|—|

| 2022|$97,252|—|—|—|—|

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