# T. E. R. I., INC. 403(b) Plan
Source: https://planprovider.pro/companies/t-e-r-i-inc-403b-plan

> T. E. R. I., INC.'s 403(b) plan: 651 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** T. E. R. I., INC.

- **Sponsor EIN:** 953532129

- **Sponsor Address:** 251 AIRPORT RD, OCEANSIDE, CA, 920581201

- **Plan Type:** 403(b)

- **Total Participants:** 651

- **Total Assets:** $3.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|651|$3.5M|$0|$0|

| 2023|564|$2.9M|$0|$0|

## 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|

| KAKU & MERSINO, LLP|Auditor|—|—|$0|

## 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|$5,977|—|—|—|—|

| 2023|$1,262|—|—|—|—|

## Similar Plans

- [Jewish Family And Children'S Services](https://planprovider.pro/companies/jewish-family-and-children-s-services-401k-plan) — 677 participants

- [Abode Services](https://planprovider.pro/companies/abode-services-403b-plan) — 690 participants

- [Catholic Charities Of Santa Clara County](https://planprovider.pro/companies/catholic-charities-of-santa-clara-county-401k-plan) — 612 participants

- [Vista Del Mar Child And Family Services](https://planprovider.pro/companies/vista-del-mar-child-and-family-services-403b-plan) — 596 participants

- [Jewish Family Service Of San Diego](https://planprovider.pro/companies/jewish-family-service-of-san-diego-401k-plan) — 717 participants

- [Community Action Partnership Of Kern](https://planprovider.pro/companies/community-action-partnership-of-kern-plan-001) — 732 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/t-e-r-i-inc-403b-plan)

© 2026 PlanProvider.Pro