# Tri-West, Ltd. DC Plan
Source: https://planprovider.pro/companies/tri-west-ltd-plan-001

> Tri-West, Ltd.'s DC plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tri-West, Ltd.

- **Sponsor EIN:** 953633389

- **Sponsor Address:** 12005 E. PIKE STREET, SANTA FE SPRINGS, CA, 90670

- **Plan Type:** DC

- **Total Participants:** 325

- **Total Assets:** $63.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|325|$63.8M|$2.3M|$1.4M|

| 2023|288|$55.7M|$2.3M|$1.2M|

| 2022|277|$47.6M|$2.7M|$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|

| BENEFIT FINANCIAL SERVICES GROUP|CONSULTANT|$20,000|—|$20,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$14,482|—|$14,482|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,474|—|$6,474|

| CROWE LLP|ACCOUNTANT/AUDITOR|$6,300|—|$6,300|

### Verified Provider Profiles

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

- [BENEFIT FINANCIAL SERVICES GROUP](https://planprovider.pro/provider/benefit-financial-services-group) — CONSULTANT

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,256

- **Estimated Expense Ratio:** 0.074% 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|$47,256|$14,482|$300|$6,300|—|

| 2023|$36,839|$22,980|—|$13,650|—|

| 2022|-$28,025|$22,297|—|—|—|

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