# Tristar Risk Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tristar-risk-management-inc-401k-plan

> Tristar Risk Management, INC.'s 401(k) plan: 762 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [JLK ROSENBERGER, LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Collectivehealth, INC](https://planprovider.pro/companies/collectivehealth-inc-401k-plan) — 784 participants

- [Delta Dental Of California](https://planprovider.pro/companies/delta-dental-of-california-plan-001) — 808 participants

- [Word & Brown INC. Admin., INC.](https://planprovider.pro/companies/word-brown-insurance-administrators-inc-401k-plan) — 586 participants

- [Squaretrade, INC.](https://planprovider.pro/companies/squaretrade-inc-401k-plan) — 569 participants

- [Athens Insurance Service, INC.](https://planprovider.pro/companies/athens-insurance-services-inc-401k-plan) — 552 participants

- [Coalition, INC.](https://planprovider.pro/companies/coalition-inc-401k-plan) — 540 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tristar-risk-management-inc-401k-plan)

© 2026 PlanProvider.Pro