# Tritech Marketing, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tritech-marketing-llc-401k-plan

> Tritech Marketing, LLC's 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tritech Marketing, LLC

- **Sponsor EIN:** 363604568

- **Sponsor Address:** 7020 HIGH GROVE BOULEVARD, BURR RIDGE, IL, 60527

- **Plan Type:** 401(k)

- **Total Participants:** 84

- **Total Assets:** $20.1M

## 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|84|$20.1M|$160,432|$1.3M|

| 2023|127|$17.9M|$262,033|$1.3M|

| 2022|156|$11.8M|$203,909|$985,024|

## 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|

| UBS FINANCIAL SERVICES|FINANCIAL ADVISOR|—|$43,719|$43,719|

| SCP RETIREMENT SERVICES LLC|TPA|—|$9,098|$9,098|

| VOYA RETIREMENT ADVISORS|SERVICE PROVIDER|$5,053|—|$5,053|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — FINANCIAL ADVISOR

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,870

- **Estimated Expense Ratio:** 0.288% 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|$20,749|$4,934|$2,525|—|—|

| 2023|$19,149|$8,149|$1,750|—|—|

| 2022|$12,508|—|$12,508|—|—|

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