Tah Operations, LLC 401(k) Review & Grade
Tricon Residential 401(k) Plan
Tustin, CAReal Estate & Rental864 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$3,434Employer $ per active participant
$5,935Employee $ saved per active participant
0.12%Direct admin cost, % of plan assets
$38.2MNet plan assets, end of year
$40,754Average balance per account
Score breakdown
- Employer generosity43.1 / 5086th percentile for employer $ per participant
- Low cost17.1 / 2568th percentile for low admin cost vs. same-size plans
- Employee saving11.4 / 1576th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score82 / 100 · Grade A
This plan vs. peers
Peers: Real Estate & Rental plans with 500–2,499 active participants (291 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 86th |
| Lower admin cost | 68th |
| Employee saving | 76th |
| Peers that auto-enroll | 47% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Tah Operations put in about $3,434 per active participant, more than the typical peer ($1,279). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $2,965,583 |
| Participant (employee) contributions | $5,124,936 |
| Other contributions (incl. rollovers in) | $352,986 |
| Administrative expenses paid from the plan | $41,812 |
| Investment advisory & management fees | $25,230 |
| Benefits paid out | $3,224,612 |
| Net assets, start / end of year | $28.7M / $38.2M |
| Active participants, start / end of year | 802 / 925 |
| Participants with account balances | 938 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Withumsmith+brown |
Largest service providers (Schedule C)
| Empower Advisory Group, LLC | $25,230 reported compensation |
| Empower Annuity Ins Co of America | $16,582 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250929143720NAL0005091315001, received 2025-09-29, EIN 47-1254912, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.