# Tr Accountants 401(k) Plan
Source: https://planprovider.pro/companies/tr-accountants-401k-plan

> Tr Accountants's 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tr Accountants

- **Sponsor EIN:** 824273124

- **Sponsor Address:** 135 S STATE COLLEGE BLVD, BREA, CA, 92867

- **Plan Type:** 401(k)

- **Total Participants:** 198

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|198|$1.7M|$232,437|$482,345|

| 2023|154|$1.6M|$451,627|$535,700|

| 2022|284|$552,561|$38,436|$433,472|

## 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|

| DAVID L. BUCK CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DAVID L. BUCK CPA](https://planprovider.pro/provider/david-l-buck-cpa) — 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|$10,778|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$2,764|—|—|—|—|

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