# Tri-State Labor Education And Development Fund 401(k) Plan
Source: https://planprovider.pro/companies/tri-state-labor-education-and-development-fund-616204343-501

> Tri-State Labor Education And Development Fund's 401(k) plan: 1,760 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tri-State Labor Education And Development Fund

- **Sponsor EIN:** 616204343

- **Sponsor Address:** P. O. BOX 1027, ASHLAND, KY, 41105

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,760

- **Total Assets:** $1.6M

## 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.|

| 2024|1,760|$1.6M|$467,279|$0|

| 2023|2,001|$1.7M|$511,796|$0|

| 2022|3,240|$1.7M|$562,986|$0|

## 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|

| NURSING CORPS|Other Service Provider|$97,756|—|$97,756|

| HARRIS, HARDIN & COMPANY, A.C.|Auditor|$9,710|—|$9,710|

| FRANKLIN COLLINS|Other Service Provider|$6,680|—|$6,680|

| CODY NICKELL|Other Service Provider|$6,630|—|$6,630|

| SEGAL SELECT INSURANCE|Other Service Provider|$6,241|—|$6,241|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HARRIS, HARDIN & COMPANY, A.C.](https://planprovider.pro/provider/harris-hardin-and-company-ac) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,017

- **Estimated Expense Ratio:** 8.050% 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|$374,156|$804|—|$9,710|—|

| 2023|$373,468|$2,296|—|$9,420|—|

| 2022|$350,190|$2,346|—|—|$11,927|

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