Plan Ledger DOL Form 5500 · updated monthly

The Tri-M Group, LLC401(k)

THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN · KENNETT SQUARE, PA · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

The Tri-M Group, LLC reported $187,816 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,437 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.32% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 609th-largest of 3,651 plans among Pennsylvania employers on file, and the 804th of 5,337 in construction. In 2024, employees put in $3.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,819,506
Participants with balances623
Active participants499
Employer contributions$1,216,087
Employee contributions$4,531,229
Employer contribution per active participant$2,437
Average account balance$116,885
Benefits paid to participants$4,939,738
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$72.8M · 623 accts · $1.2M emplr
2023$63.9M · 574 accts · $1.1M emplr
2022$54.4M · 572 accts · $999K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,643
Investment management$90,173
Total administrative$187,816
The The Tri-M Group, LLC 401(k) match · 2024
Employer contribution per active participant$2,437
Median for plans this size$3,635
2024$2,437 per active participant
2023$2,410 per active participant
2022$2,176 per active participant

The Tri-M Group, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$97,643
MORGAN STANLEY GLOBAL BA · Investment advisory (plan)$90,173

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$187,816 · 0.27%
2023$158,736 · 0.27%
2022$185,027 · 0.32%
All plans at this employer2
THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN401(k)
THE TRI-M GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 043622615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.