Plan Snapshot
- Plan Sponsor: Tristar Bank
- Sponsor EIN: 562136525
- Sponsor Address: 719 EAST COLLEGE STREET, DICKSON, TN, 37055
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 78 | $7.5M | $263,736 | $308,569 |
| 2023 | 79 | $6.8M | $278,273 | $313,088 |
| 2022 | 82 | $5.7M | $278,600 | $316,104 |
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 |
|---|---|---|---|---|
| CETERA ADVISOR NETWORKS, LLC | Investment Advisor | — | $28,460 | $28,460 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,460
- Estimated Expense Ratio: 0.382% 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 | $918,813 | — | $57,361 | — | — |
| 2023 | $345,151 | — | — | — | — |
| 2022 | $617,602 | — | — | — | — |