Plan Snapshot
- Plan Sponsor: Triple Play Services, INC. Dba Three Way
- Sponsor EIN: 200398007
- Sponsor Address: 701 DNA WAY, SOUTH SAN FRANCISCO, CA, 94080
- Plan Type: 401(k)
- Total Participants: 455
- Total Assets: $15.7M
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 | 455 | $15.7M | $517,342 | $1.5M |
| 2023 | 471 | $13.8M | $444,016 | $1.5M |
| 2022 | 410 | $10.8M | $357,221 | $1.2M |
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 |
|---|---|---|---|---|
| THREE BELL CAPITAL, LLC | N/A | $36,255 | — | $36,255 |
| AT RETIREMENT SERVICES, LLC | N/A | $30,486 | — | $30,486 |
| SD MAYER & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,741
- Estimated Expense Ratio: 0.424% 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 | $66,741 | $36,255 | — | — | — |
| 2023 | $41,217 | $22,843 | — | — | — |
| 2022 | $34,562 | $20,681 | — | — | — |