Tarian 401k Plan — Form 5500 plan (Tarian Group, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tarian 401k Plan is a benefit plan reported by Tarian Group, LLC under EIN 84-1098613 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,295 participants and $9,025,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tarian Group, LLC
- EIN
- 84-1098613
- Plan number
- 002
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 4,295
- End-of-year plan assets
- $9,025,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,295 | H, C | 20250108160717NAL0011287009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,025,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,025,140
- Net assets (BOY)
- $8,364,153
Income & contributions
- Employer contributions
- $158,992
- Participant contributions
- $1,153,040
- Total contributions
- $1,388,769
- Total income / additions
- $2,807,401
Expenses & distributions
- Benefits paid
- $2,086,628
- Administrative expenses
- $59,786
- Total expenses
- $2,146,414
- Net increase / (decrease)
- $660,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,786 | $0 | 2023 |
| Kdv Wealth Management, LLC | INVESTMENT ADVISORY | $0 | $18,963 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $6,334 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tarian Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Principal Life Insurance Company — Schedule C compensation
- Kdv Wealth Management, LLC — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation