Plan Snapshot
- Plan Sponsor: Triple R. Brothers Ltd.
- Sponsor EIN: 741284890
- Sponsor Address: 7895 VITERBO RD, NEDERLAND, TX, 77627
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $5.4M
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 | 228 | $5.4M | $324,727 | $510,747 |
| 2023 | 207 | $4.6M | $292,206 | $464,958 |
| 2022 | 213 | $3.7M | $361,121 | $544,433 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON | Auditor | — | — | $0 |
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 | $28,112 | $26,164 | $1,948 | — | — |
| 2023 | $22,717 | — | $22,717 | — | — |
| 2022 | $19,115 | — | $19,115 | — | — |