Plan Snapshot
- Plan Sponsor: Tricore Reference Laboratories
- Sponsor EIN: 850444170
- Sponsor Address: 1001 WOODWARD PLACE, NE, ALBUQUERQUE, NM, 871022705
- Plan Type: 401(k)
- Total Participants: 1,504
- Total Assets: $117.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,504 | $117.1M | $3.4M | $7.6M |
| 2023 | 1,423 | $107.6M | $3.3M | $7.5M |
| 2022 | 1,480 | $91.3M | $3.2M | $7.2M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $227,051 | — | $227,051 |
| RBC WEALTH MANAGEMENT | CONSULTANT | $50,000 | — | $50,000 |
| CLIFTON LARSON ALLEN, LLP | ACCOUNTANT | $16,826 | — | $16,826 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- RBC WEALTH MANAGEMENT — CONSULTANT
- CLIFTON LARSON ALLEN, LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $293,877
- Estimated Expense Ratio: 0.251% 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 | $293,877 | $50,000 | $227,051 | $16,826 | — |
| 2023 | $285,061 | $71,486 | $213,575 | — | — |
| 2022 | $282,639 | — | $282,639 | — | — |