# Tricore Reference Laboratories 401(k) Plan
Source: https://planprovider.pro/companies/tricore-reference-laboratories-401k-plan

> Tricore Reference Laboratories's 401(k) plan: 1,504 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — CONSULTANT

- [CLIFTON LARSON ALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|

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