Plan Ledger DOL Form 5500 · updated monthly

Tri 3, Inc.401(k)

TRI 3, INC. 401(K) RETIREMENT SAVINGS PLAN · DE SOTO, KS · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Tri 3, Inc. reported $28,162 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $543 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 rose from 0.66% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Kansas (696th of 828), and 1,612th of 2,534 in administrative & support services. In 2024, employees put in $4.56 for every $1.00 the employer contributed; active participation has grown from 81 to 103 since 2022.

Plan summary
Net assets, end of year$3,771,833
Participants with balances146
Active participants103
Employer contributions$55,967
Employee contributions$255,414
Employer contribution per active participant$543
Average account balance$25,834
Benefits paid to participants$186,015
Plan auditUnmodified (clean) audit opinion
AuditorALLEN, GIBBS, & HOULIK, L.C.
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 146 accts · $56K emplr
2023$3.2M · 140 accts · $55K emplr
2022$2.5M · 115 accts · $54K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,190
Investment management$9,972
Total administrative$28,162
The Tri 3, Inc. 401(k) match · 2024
Employer contribution per active participant$543
Median for plans this size$1,313
2024$543 per active participant
2023$718 per active participant
2022$672 per active participant

Tri 3, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20243
INTELLICENTS INVESTMENT SOLUTIONS I · Investment advisory (plan)$9,000
EMPOWER ADVISORY GROUP, LLC · Investment management$972

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$28,162 · 0.81%
2023$19,230 · 0.67%
2022$17,014 · 0.66%
Similar plansAdministrative & Support Services · Kansas
Fourth Avenue Holding LLC KS$4.9M · 0.67%
Lynn Care, LLC KS$4.1M · 0.98%
Cd & H, Inc. KS$4.0M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481097531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.