Plan Snapshot
- Plan Sponsor: Tripoint Solutions, LLC
- Sponsor EIN: 462037715
- Sponsor Address: 2107 WILSON BOULEVARD, ARLINGTON, VA, 22201
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $6.6M
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 | 114 | $6.6M | $480,178 | $642,467 |
| 2023 | 96 | $5.6M | $332,976 | $612,248 |
| 2022 | 95 | $4.2M | $727,782 | $477,091 |
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 |
|---|---|---|---|---|
| RETIREMENT PLANNERS & ADMINISTRATOR | THIRD PARTY ADMINSTRATOR | $9,421 | — | $9,421 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,421
- Estimated Expense Ratio: 0.144% 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 | $11,806 | — | $11,806 | — | — |
| 2023 | $6,770 | — | $5,640 | — | — |
| 2022 | $6,425 | $1,150 | $5,275 | — | — |