401k Record

Employers › TAH Operations

TAH Operations 401(k)

Recordkeeping fees per participant · Tricon Residential 401(k) Plan · plan year 2024

$17.68

Higher than 17% of the 14,075 plans $10 to 50M that report it.

Source

= $16,582 / 938
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929143720NAL0005091315001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929143720NAL0005091315001, received 2025-09-29

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-29.

Cost and contributions

Administrative expenses excluding investment management, per participant

$17.68

10th: $15.36median $118.8890th: $340.63

Higher than 11% of the 24,371 plans $10 to 50M that report it.

Source

= $16,582 / 938
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929143720NAL0005091315001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929143720NAL0005091315001, received 2025-09-29

Administrative expenses per participant

$44.58

10th: $26.86median $197.2590th: $456.10

Higher than 15% of the 25,098 plans $10 to 50M that report it.

Source

= $41,812 / 938
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929143720NAL0005091315001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929143720NAL0005091315001, received 2025-09-29

Administrative expenses as a share of assets

0.109%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 22% of the 25,132 plans $10 to 50M that report it.

Source

= $41,812 / $38,227,118
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929143720NAL0005091315001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929143720NAL0005091315001, received 2025-09-29

Employer contributions per participant

$3,162

10th: $664median $2,07490th: $4,751

Higher than 75% of the 24,050 plans $10 to 50M that report it.

Source

= $2,965,583 / 938
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929143720NAL0005091315001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929143720NAL0005091315001, received 2025-09-29

Employer share of total contributions

35.1%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 75% of the 24,084 plans $10 to 50M that report it.

Source

= $2,965,583 / $8,443,505
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929143720NAL0005091315001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929143720NAL0005091315001, received 2025-09-29

Plan terms, as stated in TAH Operations, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929143720NAL0005091315001, received 2025-09-29

Full record, Tricon Residential 401(k) Plan

FieldValueSource
Plan sponsorTAH OPERATIONS, LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929143720NAL0005091315001, received 2025-09-29
Plan nameTRICON RESIDENTIAL 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250929143720NAL0005091315001, received 2025-09-29
Sponsor EIN / plan number47-1254912 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929143720NAL0005091315001, received 2025-09-29
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929143720NAL0005091315001, received 2025-09-29
Sponsor locationTUSTIN, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929143720NAL0005091315001, received 2025-09-29
Industry (business code)531310, Real estate and rental and leasingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929143720NAL0005091315001, received 2025-09-29
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929143720NAL0005091315001, received 2025-09-29
Filing received2025-09-29Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929143720NAL0005091315001, received 2025-09-29
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929143720NAL0005091315001, received 2025-09-29
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250929143720NAL0005091315001, received 2025-09-29
Participants, beginning of year966Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929143720NAL0005091315001, received 2025-09-29
Active participants925Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929143720NAL0005091315001, received 2025-09-29
Participants, end of year1,194Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929143720NAL0005091315001, received 2025-09-29
Participants with an account balance938Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929143720NAL0005091315001, received 2025-09-29
Total assets, beginning of year$28,725,906Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929143720NAL0005091315001, received 2025-09-29
Total assets, end of year$38,227,118Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929143720NAL0005091315001, received 2025-09-29
Net assets, end of year$38,227,118Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929143720NAL0005091315001, received 2025-09-29
Total income$12,767,636Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929143720NAL0005091315001, received 2025-09-29
Net income$9,501,212Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929143720NAL0005091315001, received 2025-09-29
Employer contributions$2,965,583Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929143720NAL0005091315001, received 2025-09-29
Participant contributions$5,124,936Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929143720NAL0005091315001, received 2025-09-29
Other contributions (incl. rollovers)$352,986Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929143720NAL0005091315001, received 2025-09-29
Total contributions$8,443,505Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929143720NAL0005091315001, received 2025-09-29
Benefit payments$3,224,612Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929143720NAL0005091315001, received 2025-09-29
Total expenses (incl. benefit payments)$3,266,424Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929143720NAL0005091315001, received 2025-09-29
Total administrative expenses$41,812Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929143720NAL0005091315001, received 2025-09-29
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250929143720NAL0005091315001, received 2025-09-29
Recordkeeping fees$16,582Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929143720NAL0005091315001, received 2025-09-29
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250929143720NAL0005091315001, received 2025-09-29
Investment advisory and management fees$25,230Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250929143720NAL0005091315001, received 2025-09-29
Administrative expenses excluding investment management$16,582derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929143720NAL0005091315001, received 2025-09-29
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250929143720NAL0005091315001, received 2025-09-29
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250929143720NAL0005091315001, received 2025-09-29
Held in mutual funds$37,999,638Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929143720NAL0005091315001, received 2025-09-29
Independent auditorWITHUMSMITH+BROWNSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929143720NAL0005091315001, received 2025-09-29

Position = column in the DOL layout for form year 2024. Filing 20250929143720NAL0005091315001, received 2025-09-29.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ADVISORY GROUP, LLCINVESTMENT MGMT 28 Investment management $25,230no
EMPOWER ANNUITY INS CO OF AMERICArecordkeeperRECORDKEEPER 64 Recordkeeping fees $16,582yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250929143720NAL0005091315001, received 2025-09-29.

What changed since the 2023 plan year

Figure20232024Change
Total assets$28,725,906$38,227,11833.1%
Participants with a balance9389380.0%
Administrative expenses$31,837$41,81231.3%
Recordkeeping fees per participant$16.06$17.6810.1%
Employer contributions$2,798,396$2,965,5836.0%

Prior filing 20240924105151NAL0007379283001, received 2024-09-24; the plan years are contiguous.

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Sponsor name as filed: TAH OPERATIONS, LLC; SEC registrant: TAH OPERATIONS LLC (CIK 1618753, matched by EIN).