# Tri State Truck Center, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tri-state-truck-center-llc-401k-plan

> Tri State Truck Center, LLC's 401(k) plan: 392 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 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tri-state-truck-center-llc-401k-plan)

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