Plan Ledger DOL Form 5500 · updated monthly

Tricorbraun Inc.401(k)

TRICORBRAUN 401(K) PLAN · SAINT LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Tricorbraun Inc. reported $154,646 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $2,498 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 fell from 0.11% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 129th-largest of 1,393 plans among Missouri employers on file, and the 286th of 4,246 in wholesale trade. In 2024, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$165,247,907
Participants with balances1,244
Active participants1,048
Employer contributions$2,618,186
Employee contributions$8,465,642
Employer contribution per active participant$2,498
Average account balance$132,836
Benefits paid to participants$14,123,859
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$165.2M · 1,244 accts · $2.6M emplr
2023$146.2M · 1,187 accts · $1.2M emplr
2022$123.8M · 1,265 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,646
Investment management$50,000
Total administrative$154,646
The Tricorbraun Inc. 401(k) match · 2024
Employer contribution per active participant$2,498
Median for plans this size$3,635
2024$2,498 per active participant
2023$1,123 per active participant
2022$2,278 per active participant

Tricorbraun Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Participant communication$104,646
LPL FINANCIAL · Investment advisory (plan)$50,000
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$154,646 · 0.10%
2023$143,880 · 0.11%
2022$148,624 · 0.11%
Same employer
Similar plansWholesale Trade · Missouri
Bunzl USA, LLC MO$942.3M · 0.10%
Dot Holdings Co MO$673.8M · 0.09%
Tkc Holdings, Inc. MO$281.9M · 0.16%
Goldstein Group, Inc. MO$131.0M · 0.19%
Csi Leasing, Inc. MO$116.9M · 0.02%
Mbs Textbook Exchange, LLC MO$111.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430696986 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.