# Try-It Distributing Company, INC 401(k) Plan
Source: https://planprovider.pro/companies/try-it-distributing-company-inc-401k-plan

> Try-It Distributing Company, INC's 401(k) plan: 641 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Try-It Distributing Company, INC

- **Sponsor EIN:** 160666490

- **Sponsor Address:** 4155 WALDEN AVENUE, LANCASTER, NY, 14086

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

- **Total Participants:** 641

- **Total Assets:** $47.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|641|$47.9M|$705,898|$2.3M|

| 2023|659|$46.8M|$687,923|$2.4M|

| 2022|664|$44.0M|$1.1M|$2.4M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$139,983|—|$139,983|

| CHIAMPOU, TRAVIS, BESAW, & KERSHNER|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,983

- **Estimated Expense Ratio:** 0.292% 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|$139,959|—|—|—|—|

| 2023|$122,425|—|—|—|—|

| 2022|$112,938|—|—|—|—|

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