Plan Snapshot
- Plan Sponsor: Tricor Industrial, INC.
- Sponsor EIN: 341618316
- Sponsor Address: 3225 W OLD LINCOLN WAY, WOOSTER, OH, 44691
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 225 | $11.8M | $206,725 | $623,780 |
| 2023 | 205 | $11.0M | $192,713 | $611,865 |
| 2022 | 193 | $9.9M | $198,839 | $586,098 |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES, INC. — Auditor
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 | $62,043 | — | $62,043 | — | — |
| 2023 | $58,954 | — | $58,954 | — | — |
| 2022 | $54,329 | — | $54,329 | — | — |