Plan Snapshot
- Plan Sponsor: Tri-State Generation And Transmission Association INC.
- Sponsor EIN: 840464189
- Sponsor Address: PO BOX 33695, DENVER, CO, 802330695
- Plan Type: 401(k)
- Total Participants: 1,181
- Total Assets: $279.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,181 | $279.0M | $5.7M | $15.3M |
| 2023 | 1,127 | $258.0M | $4.9M | $14.2M |
| 2022 | 1,100 | $234.9M | $3.9M | $13.8M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $120,270 | $111,171 | $900 | — | — |
| 2023 | $106,621 | $92,728 | — | — | — |
| 2022 | $122,449 | $73,501 | — | — | — |