Plan Ledger DOL Form 5500 · updated monthly

Tricor, LLC401(k)

TRICOR, LLC. 401(K) PROFIT SHARING PLAN · LANCASTER, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Tricor, LLC reported $5,353 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,565 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 0.012% to 0.014%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 467th-largest of 1,936 plans among Wisconsin employers on file, and the 1,882nd of 4,798 in finance & insurance. In 2024, employees put in $3.67 for every $1.00 the employer contributed; active participation has grown from 236 to 293 since 2022.

Plan summary
Net assets, end of year$42,599,670
Participants with balances368
Active participants293
Employer contributions$751,680
Employee contributions$2,757,611
Employer contribution per active participant$2,565
Average account balance$115,760
Benefits paid to participants$2,382,714
Plan auditUnmodified (clean) audit opinion
AuditorHONKAMP, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$42.6M · 368 accts · $752K emplr
2023$36.3M · 337 accts · $638K emplr
2022$30.6M · 306 accts · $539K emplr
Administrative expenses, itemized · 2024
Investment management$5,353
Total administrative$5,353
The Tricor, LLC 401(k) match · 2024
Employer contribution per active participant$2,565
Median for plans this size$2,416
2024$2,565 per active participant
2023$2,362 per active participant
2022$2,285 per active participant

Tricor, LLC's 2024 employer contribution ran above the $2,416 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$28,919
THE PENSION SPECIALISTS, LTD. · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$5,353 · 0.01%
2023$4,260 · 0.01%
2022$3,656 · 0.01%
Same employer
Similar plansFinance & Insurance · Wisconsin
Horicon Bank WI$46.6M · 0.30%
Trust Point Inc WI$44.9M · 0.04%
Woodtrust Bank WI$44.2M · 0.04%
Marine Credit Union WI$37.3M · 0.51%
Bank Five Nine WI$36.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391722612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.