Plan Snapshot
- Plan Sponsor: Tresco, INC.
- Sponsor EIN: 850201597
- Sponsor Address: 1800 COPPER LOOP, LAS CRUCES, NM, 88005
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $3.5M
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 | 289 | $3.5M | $847,542 | $274,324 |
| 2023 | 287 | $2.3M | $815,688 | $251,890 |
| 2022 | 283 | $1.1M | $748,409 | $221,934 |
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 |
|---|---|---|---|---|
| SBNG, PC | 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 | $3,947 | — | — | — | — |
| 2023 | $15,464 | $15,464 | — | — | — |
| 2022 | $7,330 | — | — | — | $7,330 |