Plan Snapshot
- Plan Sponsor: Tri-Mack Plastics Mfg Corp
- Sponsor EIN: 050355845
- Sponsor Address: 55 BROADCOMMON RD,, BRISTOL, RI, 02809
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $15.3M
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 | 128 | $15.3M | $249,911 | $589,211 |
| 2023 | 124 | $12.9M | $218,535 | $523,431 |
| 2022 | 112 | $10.6M | $199,280 | $494,804 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | NONE | $35,438 | — | $35,438 |
| SANSIVERI, KIMBALL & CO., L.L.P. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,438
- Estimated Expense Ratio: 0.231% 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 | $39,861 | $35,438 | $4,423 | — | — |
| 2023 | $28,877 | $28,219 | $658 | — | — |
| 2022 | $28,173 | $27,573 | $600 | — | — |