Retirement plan

TACHUS OPERATING LLC 401(K) PLAN

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

TACHUS OPERATING LLCEIN 83-2410277Plan #001PY 2024

3831 TECHNOLOGY FOREST BLVD, SUITE 200 - THE WOODLANDS, TX 773812028402-669-2905

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$3.2M

+24.1% from 2023

Total participants

187

-4.6% from 2023

Average account balance

$20,112

+23.3% from 2023

Annual return

20.40%

-64.60 pp from 2023

Benchmarks

See 1,011 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort1,011 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.20M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

159

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.

83.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC. Service code 27 · EIN 13-4071393	Advisory (Plan)	$9,894
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$5,684

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$34 / participant

Contract admin$6K100.0%

% of EOY assets

0.178%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 331498605
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,112

$79,089-74.6%

$100,392-80.0%

$74,459-73.0%

Participation rate

83.1%

79.4%+3.7pp

81.5%+1.6pp

67.2%+15.9pp

Annual return

20.40%

20.61%-0.2pp

49.45%-29.0pp

1369.70%-1349.3pp

Employer contribution / active EE

$2,601

$3,015-13.7%

$3,941-34.0%

$2,626-0.9%

Participant deferral / active EE

$4,410

$7,747-43.1%

$8,090-45.5%

$4,350+1.4%

Admin fee / account holder

$36

$1,336-97.3%

$7,904-99.5%

$1,945-98.2%

Provider

Service type

Compensation

EQUITABLE ADVISORS LLC2 years

Filed as: EQUITABLE ADVISORS, LLC.

Service code 27 · EIN 13-4071393

Advisory (Plan)

$9,894

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$5,684

TACHUS OPERATING LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TACHUS OPERATING LLC 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