Tahoma Enterprises 401(k) match, vesting and fees
What Tahoma Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | July Business Services 401(k) Plan | Schedule C ↗ |
| Independent auditor | D'Amico Wawrin & Company Cpas, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Tahoma Enterprises: employer contribution per participant | $1,233 | |
| Peer median | $2,051 |
| Tahoma Enterprises: average balance | $39,127 | |
| Peer median | $71,053 |
| Tahoma Enterprises: admin expenses ÷ assets | 0.65% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5M at the end of plan year 2021 to $4.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 163 | $4.6M | $144K | $1,233 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 165 | $4.6M | $163K | $1,295 | 0.62% | Not published | Form 5500 ↗ |
| 2022 | 193 | $4.1M | $165K | $1,140 | 0.61% | Not published | Form 5500 ↗ |
| 2021 | 174 | $5M | $142K | $1,233 | 0.55% | Not published | Form 5500 ↗ |
Common questions
Does Tahoma Enterprises match 401(k) contributions?
The match terms for the Tahoma Enterprises, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $144K in employer contributions, about $1,233 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tahoma Enterprises 401(k) match vested?
The vesting schedule for the Tahoma Enterprises, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tahoma Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is July Business Services 401(k) Plan. The plan administrator is Tahoma Enterprises, Inc..
I left Tahoma Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tahoma Enterprises, Inc., (330) 262-0061) or the recordkeeper, July Business Services 401(k) Plan. The Tahoma Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Tahoma Enterprises 401(k)
Data from the public Form 5500 annual reports Tahoma Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Tahoma Enterprises. Not financial advice. Report a correction · Methodology