# Tri-City Electrical Contractors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tri-city-electrical-contractors-inc-401k-plan

> Tri-City Electrical Contractors, INC.'s 401(k) plan: 800 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tri-City Electrical Contractors, INC.

- **Sponsor EIN:** 020657423

- **Sponsor Address:** 430 WEST DR, ALTAMONTE SPRINGS, FL, 327142539

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

- **Total Participants:** 800

- **Total Assets:** $30.0M

## 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|800|$30.0M|$799,247|$3.8M|

| 2023|836|$26.0M|$491,106|$2.9M|

| 2022|665|$22.4M|$492,926|$2.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$139,057|—|$139,057|

| RESOURCES INVESTMENT ADVISORS|INVESTMENT ADVISORY|—|$35,000|$35,000|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RESOURCES INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $174,057

- **Estimated Expense Ratio:** 0.581% 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|

| 2024|$139,057|—|$139,057|—|—|

| 2023|$123,219|—|$123,219|—|—|

| 2022|$82,820|—|$82,820|—|—|

## Similar Plans

- [Trustees Of Neca-Ibew 1205 Pension Fund](https://planprovider.pro/companies/trustees-of-neca-ibew-1205-pension-fund-plan) — 752 participants

- [Tri-City Electrical Contractors, INC.](https://planprovider.pro/companies/tri-city-electrical-contractors-inc-plan-005) — 597 participants

- [Service Minds, LLC](https://planprovider.pro/companies/service-minds-llc-plan) — 570 participants

- [Trustees Of I.B.E.W. Local No. 728 Pension Fund](https://planprovider.pro/companies/trustees-of-i-b-e-w-local-no-728-pension-fund-plan) — 539 participants

- [Edmonson Electric, INC.](https://planprovider.pro/companies/edmonson-electric-inc-401k-plan) — 438 participants

- [Norlee Group](https://planprovider.pro/companies/norlee-group-401k-plan) — 410 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tri-city-electrical-contractors-inc-401k-plan)

© 2026 PlanProvider.Pro