Plan Snapshot
- Plan Sponsor: Blac Investments, INC. Dba Tri County Metals
- Sponsor EIN: 260579177
- Sponsor Address: 301 SOUTHEAST 16TH STREET, TRENTON, FL, 32693
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 145 | $5.3M | $598,261 | $574,315 |
| 2023 | 134 | $4.1M | $1.0M | $518,583 |
| 2022 | 111 | $2.3M | $731,938 | $409,281 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $45,074 | $19,167 | $6,630 | — | — |
| 2023 | $31,711 | $13,170 | $18,541 | — | — |
| 2022 | $17,158 | $7,048 | $9,210 | — | — |