Plan Snapshot
- Plan Sponsor: Tristar Risk Management, INC.
- Sponsor EIN: 952791831
- Sponsor Address: 100 OCEANGATE, LONG BEACH, CA, 90802
- Plan Type: 401(k)
- Total Participants: 762
- Total Assets: $75.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 762 | $75.4M | $746,400 | $4.5M |
| 2023 | 771 | $66.1M | $736,364 | $4.0M |
| 2022 | 738 | $56.6M | $746,626 | $3.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $56,910 | — | $56,910 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,479 | — | $18,479 |
| JLK ROSENBERGER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- JLK ROSENBERGER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,389
- Estimated Expense Ratio: 0.100% 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 | $75,389 | $18,479 | $300 | — | — |
| 2023 | $52,908 | $16,500 | — | — | — |
| 2022 | $38,991 | $17,715 | — | — | — |