Plan Ledger DOL Form 5500 · updated monthly

Tara Group, LLC401(k)

TARA GROUP, LLC · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Tara Group, LLC reported $57,558 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,459 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 0.01% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,325th-largest of 3,644 plans among Florida employers on file, and 1,180th of 2,199 in information & media. In 2024, employees put in $2.83 for every $1.00 the employer contributed; active participation has grown from 136 to 323 since 2022.

Plan summary
Net assets, end of year$15,791,405
Participants with balances218
Active participants323
Employer contributions$471,321
Employee contributions$1,334,779
Employer contribution per active participant$1,459
Average account balance$72,438
Benefits paid to participants$793,797
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 218 accts · $471K emplr
2023$12.3M · 169 accts · $414K emplr
2022$7.8M · 123 accts · $267K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,361
Investment management$47,197
Total administrative$57,558
The Tara Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,459
Median for plans this size$2,416
2024$1,459 per active participant
2023$886 per active participant
2022$1,961 per active participant

Tara Group, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$10,361
HATCHER CAPITAL INVESTMENTS INC · Investment advisory (plan)$49,324

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$57,558 · 0.41%
2023$31,855 · 0.32%
2022$806 · 0.01%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 611699645 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.