# Tri-County Child & Family Develo 401(k) Plan
Source: https://planprovider.pro/companies/tri-county-child-family-develo-421020922-001

> Tri-County Child & Family Develo's 401(k) plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tri-County Child & Family Develo

- **Sponsor EIN:** 421020922

- **Sponsor Address:** PO BOX 1050, WATERLOO, IA, 50704

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

- **Plan Number:** 001

- **Total Participants:** 58

- **Total Assets:** $4.3M

## 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|58|$4.3M|$103,631|$114,094|

| 2023|61|$3.8M|$126,070|$127,926|

| 2022|64|$3.3M|$112,737|$98,378|

## 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|

| BERGANKDV LTD.|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|$845|—|—|—|—|

| 2023|$1,020|—|—|—|—|

| 2022|$736|—|—|—|—|

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