# Tri-Counties Bank 401(k) Plan
Source: https://planprovider.pro/companies/tri-counties-bank-401k-plan

> Tri-Counties Bank's 401(k) plan: 1,163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tri-Counties Bank

- **Sponsor EIN:** 942261923

- **Sponsor Address:** 525 SALEM ST, CHICO, CA, 959285536

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

- **Total Participants:** 1,163

- **Total Assets:** $83.1M

## 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:** No

## 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 (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|$179,027|—|$179,027|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|—|$40,000|$40,000|

| MOSS ADAMS LLP|ACCOUNTANT|—|$22,575|$22,575|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $241,602

- **Estimated Expense Ratio:** 0.291% 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|$179,027|—|$179,027|—|—|

| 2023|$166,744|—|$166,744|—|—|

| 2022|$188,993|—|$188,993|—|—|

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