Plan Snapshot
- Plan Sponsor: The Tri-M Group, L.L.C.
- Sponsor EIN: 043622615
- Sponsor Address: 206 GALE LANE, KENNETT SQUARE, PA, 193481734
- Plan Type: 401(k)
- Total Participants: 499
- Total Assets: $72.8M
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. |
|---|---|---|---|---|
| 2024 | 499 | $72.8M | $1.2M | $4.5M |
| 2023 | 468 | $63.9M | $1.1M | $4.0M |
| 2022 | 459 | $54.4M | $998,595 | $3.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $187,816 | $90,173 | $97,643 | — | — |
| 2023 | $158,736 | $77,037 | $81,699 | — | — |
| 2022 | $185,027 | $68,784 | $99,043 | — | $17,200 |