Plan Ledger DOL Form 5500 · updated monthly

Tri-Supply LLC401(k)

TRI-SUPPLY EMPLOYEES RETIREMENT PLAN · BEAUMONT, TX · plan year 2024

Reported admin expense ratio · 2024
0.48%

Tri-Supply LLC reported $41,467 in plan administrative expenses for 2024: 0.48% 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 rose from 0.28% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,151st of 5,688), and 2,750th of 5,215 in retail trade.

Plan summary
Net assets, end of year$9,412,884
Participants with balances180
Active participants295
Employer contributions—
Employee contributions$538,790
Employer contribution per active participant—
Average account balance$52,294
Benefits paid to participants$395,173
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 180 accts
2023$8.0M · 124 accts
2022$7.1M · 113 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,194
Investment management$7,273
Total administrative$41,467
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 · 20241
ADP, INC. · Loan processing · Recordkeeping$41,467

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,467 · 0.48%
2023$27,468 · 0.36%
2022$20,362 · 0.28%
Same employer
Similar plansRetail Trade · Texas
Bob Tomes Ford, Inc. 2 TX$9.6M · 0.32%
Robbins Chevrolet Company TX$9.5M · 0.03%
Jordan Ford, LTD TX$9.5M · 0.73%
Alamo City Motors Inc TX$9.3M · 0.08%
McCourt Equipment TX$9.3M · 0.76%
Hull Supply Company, Inc TX$9.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853921227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.