Plan Snapshot
- Plan Sponsor: Technical Resources International, INC.
- Sponsor EIN: 521122901
- Sponsor Address: 6500 ROCK SPRING DRIVE SUITE 650, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 536
- Total Assets: $66.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 536 | $66.0M | $0 | $0 |
| 2024 | 368 | $56.7M | $2.4M | $2.7M |
| 2023 | 351 | $48.9M | $2.4M | $2.5M |
| 2022 | 329 | $39.4M | $2.0M | $2.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $108,538 | — | $108,538 |
| MORGAN STANLEY | Investment Advisor | $90,407 | — | $90,407 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,945
- Estimated Expense Ratio: 0.302% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $5,127,805 | $90,407 | — | — | — |
| 2024 | $188,932 | $91,369 | $21,992 | — | — |
| 2023 | $59,507 | $25,061 | $34,233 | — | — |
| 2022 | $11,632 | — | $11,157 | — | — |