Plan Snapshot
- Plan Sponsor: Tristrux LLC
- Sponsor EIN: 851009418
- Sponsor Address: 473 US HIGHWAY 46, CLIFTON, NJ, 07011
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $9.9M
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 | 198 | $9.9M | $646,076 | $1.2M |
| 2023 | 285 | $8.2M | $744,136 | $1.4M |
| 2022 | 364 | $5.6M | $551,105 | $996,345 |
| 2021 | 7 | $1.4M | $12,239 | $83,505 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $48,445 | — | $48,445 |
| VALMARK SECURITIES INC. | Investment Advisor | $45,283 | — | $45,283 |
| UHY, LLP | Auditor | $21,012 | — | $21,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,740
- Estimated Expense Ratio: 1.164% 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 | $92,100 | $43,654 | — | — | — |
| 2023 | $83,578 | $34,926 | — | — | — |
| 2022 | $122,413 | — | — | — | — |
| 2021 | — | — | — | — | — |