Plan Snapshot
- Plan Sponsor: Tri County Cmo
- Sponsor EIN: 204010173
- Sponsor Address: 3040 ROUTE 22 WEST SUITE 210, BRANCHBURG, NJ, 08876
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $5.5M
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 | 116 | $5.5M | $192,885 | $308,783 |
| 2023 | 137 | $4.8M | $191,314 | $289,788 |
| 2022 | 105 | $3.7M | $171,285 | $263,066 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
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 | $2,105 | — | $2,105 | — | — |
| 2023 | $1,735 | — | $1,735 | — | — |
| 2022 | $1,045 | — | $1,045 | — | — |