Plan Snapshot
- Plan Sponsor: Tri County Equipment
- Sponsor EIN: 382795820
- Sponsor Address: 989 W. SANILAC ROAD, SANDUSKY, MI, 48471
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 146
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 146 | $11.4M | $0 | $0 |
| 2024 | 125 | $11.0M | $199,302 | $434,420 |
| 2023 | 130 | $10.1M | $202,756 | $439,527 |
| 2022 | 130 | $8.8M | $187,398 | $448,785 |
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 |
|---|---|---|---|---|
| WEINLANDER FITZHUGH | 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 |
|---|---|---|---|---|---|
| 2025 | $1,452,921 | — | $2,400 | — | — |
| 2024 | $127 | — | $127 | — | — |
| 2023 | $2,200 | — | $2,200 | — | — |
| 2022 | -$741 | — | — | — | -$741 |