# Tri Holdco, INC. DC Plan
Source: https://planprovider.pro/companies/tri-holdco-inc-plan-002-6176

> Tri Holdco, INC.'s DC plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tri Holdco, INC.

- **Sponsor EIN:** 330336176

- **Sponsor Address:** 600 COOLIDGE DE SUITE 300, FOLSOM, CA, 95630

- **Plan Type:** DC

- **Total Participants:** 286

- **Total Assets:** $106.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|286|$106.8M|$1.5M|$0|

| 2023|298|$102.4M|$1.7M|$0|

| 2022|284|$92.7M|$1.6M|$0|

## 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|

| NICHOLSON & OLSON, CPA'S|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|$56,264|$56,234|—|—|—|

| 2023|$54,494|$54,474|—|—|—|

| 2022|$55,874|$55,774|—|—|—|

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