Plan Ledger DOL Form 5500 · updated monthly

Tacala, LLC401(k)

TACALA, LLC 401(K) RETIREMENT SAVINGS PLAN · VESTAVIA HILLS, AL · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Tacala, LLC reported $58,593 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $170 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.29% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 313th-largest of 902 plans among Alabama employers on file, and the 312th of 2,240 in accommodation & food services. In 2024, employees put in $3.02 for every $1.00 the employer contributed; active participation has grown from 2,216 to 3,523 since 2022.

Plan summary
Net assets, end of year$19,225,587
Participants with balances661
Active participants3,523
Employer contributions$598,775
Employee contributions$1,807,104
Employer contribution per active participant$170
Average account balance$29,086
Benefits paid to participants$1,492,053
Plan auditUnmodified (clean) audit opinion
AuditorKASSOUF & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$19.2M · 661 accts · $599K emplr
2023$16.1M · 599 accts · $460K emplr
2022$13.4M · 616 accts · $423K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,593
Total administrative$58,593
The Tacala, LLC 401(k) match · 2024
Employer contribution per active participant$170
Median for plans this size$2,416
2024$170 per active participant
2023$213 per active participant
2022$191 per active participant

Tacala, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$173,084

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$58,593 · 0.33%
2023$47,649 · 0.32%
2022$42,220 · 0.29%
Same employer
Similar plansAccommodation & Food Services · Alabama
New Palace Casino, LLC MS$19.4M · 0.47%
T.L. Cannon Corporation FL$19.4M · 0.02%
Palmer Companies, Inc. IA$19.2M · 0.00%
Woodloch Pines, Inc. PA$19.1M · 0.70%
Donatos Pizzeria, LLC OH$19.1M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631205373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.