Plan Ledger DOL Form 5500 · updated monthly

Tristar Risk Management, Inc.401(k)

TRISTAR RISK MANAGEMENT, INC. 401(K) PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Tristar Risk Management, Inc. reported $75,389 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $980 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 0.06% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,255th-largest of 9,483 plans among California employers on file, and the 1,229th of 4,798 in finance & insurance. In 2024, employees put in $5.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,445,743
Participants with balances1,010
Active participants762
Employer contributions$746,400
Employee contributions$4,460,625
Employer contribution per active participant$980
Average account balance$74,699
Benefits paid to participants$6,761,351
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.4M · 1,010 accts · $746K emplr
2023$66.1M · 965 accts · $736K emplr
2022$56.6M · 936 accts · $747K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,910
Investment management$18,479
Total administrative$75,389
The Tristar Risk Management, Inc. 401(k) match · 2024
Employer contribution per active participant$980
Median for plans this size$3,635
2024$980 per active participant
2023$955 per active participant
2022$1,012 per active participant

Tristar Risk Management, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$56,910
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,479

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$75,389 · 0.11%
2023$52,908 · 0.09%
2022$38,991 · 0.06%
Same employer
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Aspiriant LLC CA$75.4M · 0.01%
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Source: U.S. Department of Labor, Form 5500 series, EIN 952791831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.