Plan Snapshot
- Plan Sponsor: Tri-Counties Bank (EIN 942261923)
- Plan Type: 401(k)
- Total Participants: 1,163
- Total Assets: $83.1M
- Sponsor State: CA
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1,163 | $83.1M | $1.5M | $7.5M |
| 2023 | 1,199 | $69.1M | $1.7M | $6.9M |
| 2022 | 1,198 | $56.7M | $1.6M | $6.1M |
Service Providers
- BAKER TILLY US, LLP — Auditor
- PRINCIPAL LIFE INSURANCE COMPANY — CONTRACT ADMINISTRATOR ($179,027)
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY
- MOSS ADAMS LLP — ACCOUNTANT