# Tribridge Residential, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tribridge-residential-llc-401k-plan

> Tribridge Residential, LLC&#39;s 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tribridge Residential, LLC

- **Sponsor EIN:** 274292135

- **Sponsor Address:** ATTN YOULANDA TERRELL TRIBRIDGE, ATLANTA, GA, 30318

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

- **Total Participants:** 205

- **Total Assets:** $9.9M

## 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.|

| 2024|205|$9.9M|$246,722|$841,493|

| 2023|207|$8.3M|$199,822|$706,953|

| 2022|190|$6.4M|$168,798|$664,843|

## 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|

| NEWPORT GROUP, INC.|NONE|$50,248|—|$50,248|

| BAER WEALTH MANAGEMENT|NONE|$26,225|—|$26,225|

| FRAZIER & DEETER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FRAZIER & DEETER, LLC](https://planprovider.pro/provider/frazier-and-deeter-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,473

- **Estimated Expense Ratio:** 0.774% 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|$72,899|$22,651|$50,248|—|—|

| 2023|$58,369|$9,123|$49,246|—|—|

| 2022|$59,176|$15,939|$40,049|—|$3,188|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tribridge-residential-llc-401k-plan)

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