Plan Snapshot
- Plan Sponsor: Tri-Starr Services Of Pennsylvania, INC.
- Sponsor EIN: 232687798
- Sponsor Address: 2201 OREGON PIKE, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 52
- Total Assets: $61,312
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. |
|---|---|---|---|---|
| 2025 | 52 | $61,312 | $0 | $0 |
| 2024 | 36 | $4,644 | $246,157 | $127,173 |
| 2023 | 45 | $24,303 | -$115,357 | $145,786 |
| 2022 | 45 | $22,829 | $220,234 | $145,786 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $42,135 | — | $42,135 |
| ENGLE-HAMBRIGHT & DAVIES, INC. (EHD | Investment Advisor | $22,414 | — | $22,414 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,549
- Estimated Expense Ratio: 105.280% 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 |
|---|---|---|---|---|---|
| 2025 | $689,800 | — | — | — | — |
| 2024 | $506,831 | — | — | — | — |
| 2023 | $26,352 | — | — | — | — |
| 2022 | $366,055 | — | — | — | — |