Plan Snapshot
- Plan Sponsor: Tri-Supply LLC
- Sponsor EIN: 853921227
- Sponsor Address: 7220 EASTEX FREEWAY, BEAUMONT, TX, 77708
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $9.4M
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 | 295 | $9.4M | $0 | $538,790 |
| 2023 | 289 | $8.0M | $0 | $487,462 |
| 2022 | 302 | $7.1M | $0 | $470,688 |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $41,467 | $7,273 | — | — | — |
| 2023 | $27,468 | $6,216 | — | — | — |
| 2022 | $20,362 | $20,362 | — | — | — |