Plan Snapshot
- Plan Sponsor: Tri State Truck Center, LLC
- Sponsor EIN: 042840481
- Sponsor Address: 411 HARTFORD TURNPIKE, SHREWSBURY, MA, 01545
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $32.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 392 | $32.7M | $1.2M | $1.8M |
| 2023 | 377 | $28.7M | $948,240 | $1.5M |
| 2022 | 319 | $17.9M | $741,738 | $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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SRV. | RECORDKEEPER | $45,202 | — | $45,202 |
| OSAIC WEALTH, INC | INVESTMENT ADVISOR | $28,381 | — | $28,381 |
| NBT BANK NA DBA THIRD PARTY ADMINIS | CONTRACT ADMIN | $11,942 | — | $11,942 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,525
- Estimated Expense Ratio: 0.261% 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 | $89,775 | — | $89,775 | — | — |
| 2023 | $66,977 | — | $66,977 | — | — |
| 2022 | $9,563 | — | $9,563 | — | — |