Plan Snapshot
- Plan Sponsor: Tri Star Engineering INC.
- Sponsor EIN: 351948899
- Sponsor Address: 1801 S. LIBERTY DRIVE, BLOOMINGTON, IN, 47403
- Plan Type: DC
- Total Participants: 321
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 321 | $22.8M | $925,652 | $1.5M |
| 2023 | 254 | $16.2M | $561,981 | $1.1M |
| 2022 | 257 | $12.5M | $454,148 | $931,924 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $4,907 | $78,771 | $83,678 |
| BLUE & CO. LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO. LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,678
- Estimated Expense Ratio: 0.366% 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 | $3,182 | — | $3,182 | — | — |
| 2023 | $2,747 | — | $2,747 | — | — |
| 2022 | $2,833 | — | $2,833 | — | — |