Plan Ledger DOL Form 5500 · updated monthly

Tri Holdco, Inc.ESOP

TRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN · FOLSOM, CA · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Tri Holdco, Inc. reported $55,874 in plan administrative expenses for 2022: 0.09% of average plan assets, below the peer median. Employer contributions averaged $5,584 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,302nd-largest of 9,483 plans among California employers on file, and the 2,000th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$72,446,633
Participants with balances324
Active participants284
Employer contributions$1,585,880
Employee contributions—
Employer contribution per active participant$5,584
Average account balance$223,601
Benefits paid to participants$3,127,725
Plan auditUnmodified (clean) audit opinion
AuditorNICHOLSON & OLSON, CPA'S
Administrative expenses, itemized · 2022
Investment management$55,774
Total administrative$55,874
Employer contributions to the Tri Holdco, Inc. plan · 2022
Employer contribution per active participant$5,584
Median for plans this size$3,449

Tri Holdco, Inc.'s 2022 employer contribution ran above the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$55,874 · 0.09%
All plans at this employer2
TRI HOLDCO., INC. 401(K) PLAN401(k)
TRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 831643898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.