# Tri-Boro Materials, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tri-boro-materials-inc-231919676-502

> Tri-Boro Materials, INC.'s 401(k) plan: 14 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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