Plan Ledger DOL Form 5500 · updated monthly

Tri-State Generation and Transmission Association Inc.401(k)

TRI-STATE 401K PLAN AND TRUST · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Tri-State Generation and Transmission Association Inc. reported $120,270 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $4,789 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 3 years on file its reported administrative ratio has held roughly steady near 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other utilities employers. By assets it is the 64th-largest of 1,461 plans among Colorado employers on file, and the 84th of 412 in utilities. In 2024, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$278,969,812
Participants with balances1,429
Active participants1,181
Employer contributions$5,655,799
Employee contributions$15,341,583
Employer contribution per active participant$4,789
Average account balance$195,220
Benefits paid to participants$34,820,460
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$279.0M · 1,429 accts · $5.7M emplr
2023$258.0M · 1,432 accts · $4.9M emplr
2022$234.9M · 1,415 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,099
Investment management$111,171
Total administrative$120,270
The Tri-State Generation and Transmission Association Inc. 401(k) match · 2024
Employer contribution per active participant$4,789
Median for plans this size$4,294
2024$4,789 per active participant
2023$4,361 per active participant
2022$3,555 per active participant

Tri-State Generation and Transmission Association Inc.'s 2024 employer contribution ran above the $4,294 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$111,171
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,866

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$120,270 · 0.04%
2023$106,621 · 0.04%
2022$122,449 · 0.05%
Same employer
Similar plansUtilities · Colorado
Washington Gas Light Company DC$343.2M · 0.14%
Iso New England Inc. MA$321.3M · 0.06%
Veolia Utility Resources LLC NJ$292.2M · 0.06%
Par Petroleum LLC TX$247.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840464189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.