# Tricorbraun INC. 401(k) Plan
Source: https://planprovider.pro/companies/tricorbraun-inc-401k-plan

> Tricorbraun INC.&#39;s 401(k) plan: 1,048 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tricorbraun INC.

- **Sponsor EIN:** 430696986

- **Sponsor Address:** 6 CITYPLACE DRIVE, SUITE 1000, SAINT LOUIS, MO, 63141

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

- **Total Participants:** 1,048

- **Total Assets:** $165.2M

## 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|1,048|$165.2M|$2.6M|$8.5M|

| 2023|1,064|$146.2M|$1.2M|$8.1M|

| 2022|997|$123.8M|$2.3M|$8.3M|

## 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|

| ONEAMERICA RETIREMENT SERVICES LLC|NONE|$104,646|—|$104,646|

| LPL FINANCIAL|NONE|$50,000|—|$50,000|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $154,646

- **Estimated Expense Ratio:** 0.094% 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|$154,646|$50,000|—|—|—|

| 2023|$143,880|$50,000|—|—|—|

| 2022|$148,624|$50,000|—|—|$98,624|

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

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