Plan Snapshot
- Plan Sponsor: Tri-County Care, LLC
- Sponsor EIN: 371874331
- Sponsor Address: 58 ROUTE 59, MONSEY, NY, 10952
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 744
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 744 | $6.8M | $332,475 | $1.5M |
| 2023 | 664 | $4.6M | $279,826 | $1.3M |
| 2022 | 604 | $2.7M | $0 | $523,361 |
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 |
|---|---|---|---|---|
| FASTEN HALBERSTAM | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $73,964 | — | $73,964 | — | — |
| 2023 | $44,947 | — | $44,947 | — | — |
| 2022 | $14,968 | $1,045 | $13,923 | — | — |