# Tri-State Ventures, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tri-state-ventures-llc-811015785-001

> Tri-State Ventures, LLC's 401(k) plan: 68 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 Ventures, LLC

- **Sponsor EIN:** 811015785

- **Sponsor Address:** 1265 JOE BATTLE BLVD., EL PASO, TX, 79936

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

- **Plan Number:** 001

- **Total Participants:** 68

- **Total Assets:** $4.9M

## 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.|

| 2025|68|$4.9M|$156,326|$362,431|

| 2024|78|$3.9M|$199,228|$380,174|

| 2023|90|$3.2M|$176,784|$299,583|

| 2022|79|$2.8M|$145,971|$308,467|

## 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|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

## 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|

| 2025|$272,030|—|—|—|—|

| 2024|$4,182|$7|$3,875|—|—|

| 2023|$4,249|—|$3,149|—|—|

| 2022|$6,100|—|$6,100|—|—|

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