Plan Snapshot
- Plan Sponsor: Tri-National, INC.
- Sponsor EIN: 201222154
- Sponsor Address: 2040 LITTLE HILLS EXPRESSWAY, ST.CHARLES, MO, 63301
- Plan Type: 401(k)
- Total Participants: 1,309
- Total Assets: $11.2M
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 | 1,309 | $11.2M | $525,217 | $1.5M |
| 2023 | 1,097 | $9.7M | $556,808 | $1.5M |
| 2022 | 976 | $7.6M | $425,004 | $1.2M |
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 |
|---|---|---|---|---|
| CONNER ASH PC | 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 | $74,643 | — | $32,123 | — | — |
| 2023 | $44,354 | — | $21,915 | — | — |
| 2022 | $29,624 | — | $13,748 | — | — |