Plan Snapshot
- Plan Sponsor: Tri-Boro Materials, INC.
- Sponsor EIN: 231919676
- Sponsor Address: 207 REDCO AVE, RED LION, PA, 17356
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 14
- Total Assets: $83,465
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 14 | $83,465 | $0 | $0 |
| 2024 | 17 | $43,038 | $122,301 | $81,751 |
| 2023 | 16 | $6,978 | $224,400 | $122,849 |
| 2022 | 50 | $109,445 | $310,173 | $191,075 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $16,428 | — | $16,428 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,428
- Estimated Expense Ratio: 19.683% 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 | $204,245 | — | — | — | — |
| 2024 | $163,180 | — | — | — | — |
| 2023 | $412,043 | — | — | — | — |
| 2022 | $633,510 | — | — | — | — |