Plan Ledger DOL Form 5500 · updated monthly

Tri Dal, LLC401(k)

TRI DAL, LLC 401(K) PROFIT SHARING PLAN · SOUTHLAKE, TX · plan year 2024

Reported admin expense ratio · 2024
0.24%

Tri Dal, LLC reported $19,449 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. 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 0.78% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (3,276th of 5,688), and 3,297th of 5,337 in construction. active participation has grown from 187 to 235 since 2022.

Plan summary
Net assets, end of year$8,645,890
Participants with balances95
Active participants235
Employer contributions—
Employee contributions$382,561
Employer contribution per active participant—
Average account balance$91,009
Benefits paid to participants$218,004
Plan auditUnmodified (clean) audit opinion
AuditorLANE GORMAN TRUBITT
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 95 accts
2023$7.6M · 102 accts
2022$7.5M · 101 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,449
Total administrative$19,449
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 · 20244
NATIONWIDE · Recordkeeping · Loan processing$1,272
ASCENSUS LLC · Recordkeeping · Loan processing$930
NATIONAL BENEFIT SERVICES LLC · Contract administrator · Plan administrator$2,814
PHILLIP HUTCHINGS · Insurance broker · Investment advisory (participants)$250

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

Recordkeeper by year2
2024Ascensus, Nationwide
2023Nationwide

This plan has changed recordkeepers within these filings. If you left Tri Dal, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$19,449 · 0.24%
2023$64,204 · 0.85%
2022$63,220 · 0.78%
Same employer
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Weisinger Incorporated TX$8.9M · 0.25%
Max Grigsby Company, Inc. TX$8.8M · 0.06%
Ftc Solar, Inc. TX$8.8M · 0.07%
Troy Construction, LLC TX$8.5M · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752588032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.