Plan Snapshot
- Plan Sponsor: Tri-Gas & Oil Co. INC.
- Sponsor EIN: 520784971
- Sponsor Address: 3941 FEDERALSBURG HWY, FEDERALSBURG, MD, 216322620
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $10.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 266 | $10.8M | $479,686 | $871,840 |
| 2023 | 262 | $9.4M | $517,206 | $829,369 |
| 2022 | 281 | $7.5M | $401,727 | $672,404 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | NONE | $63,850 | — | $63,850 |
| FAW CASSON & CO.,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FAW CASSON & CO.,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,850
- Estimated Expense Ratio: 0.591% 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 | $67,419 | — | — | — | — |
| 2023 | $32,373 | — | — | — | — |
| 2022 | $34,818 | — | — | — | — |