Retirement plan

TARCO, INC. 401(K) PLAN

Name: TARCO, INC. - TARCO, INC. 401(K) PLAN (2024) Form 5500
Creator: TARCO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TARCO, INC. 401(K) PLAN, TARCO, INC.

TARCO, INC.EIN 71-0502280Plan #001PY 2024

ONE INFORMATION WAY, SUITE 225 - LITTLE ROCK, AR 72202501-945-4506tarcoroofing.comLinkedIn201-500 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.3M

+19.2% from 2023

Total participants

+4.3% from 2023

Average account balance

$182,700

+14.3% from 2023

Annual return

11.03%

-3.41 pp from 2023

Benchmarks

See 5,399 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,399 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.34M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$183K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$976K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1279

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$93K

$1698 / participant

Other / not subdivided$93K100.0%

% of EOY assets

0.700%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$182,700

$87,106+109.7%

$105,607+73.0%

$80,935+125.7%

Participation rate

100.0%

70.4%+29.6pp

75.3%+24.7pp

67.7%+32.3pp

Annual return

11.03%

17.01%-6.0pp

116.11%-105.1pp

35.66%-24.6pp

Employer contribution / active EE

$4,783

$2,396+99.6%

$3,167+51.0%

$2,757+73.5%

Participant deferral / active EE

$12,966

$3,986+225.3%

$5,011+158.7%

$4,299+201.6%

Admin fee / account holder

$1,279

$8,447-84.9%

$10,958-88.3%

$6,924-81.5%

TARCO, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TARCO, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion