Tricor, LLC. 401(K) Profit Sharing Plan — Form 5500 plan (Tricor, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tricor, LLC. 401(K) Profit Sharing Plan is a benefit plan reported by Tricor, LLC under EIN 39-1722612 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $36,291,298 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tricor, LLC
EIN
39-1722612
Plan number
001
Plan type
2
Location
Lancaster, WI
Latest filing year
2023
Participants
313
End-of-year plan assets
$36,291,298

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20241015163244NAL0030353297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,291,298
Total liabilities (EOY)
$0
Net assets (EOY)
$36,291,298
Net assets (BOY)
$30,609,077

Income & contributions

Employer contributions
$637,697
Participant contributions
$2,306,116
Total contributions
$3,364,331
Total income / additions
$8,195,385

Expenses & distributions

Benefits paid
$2,508,904
Administrative expenses
$4,260
Total expenses
$2,513,164
Net increase / (decrease)
$5,682,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupCONTRACT ADMINISTRATOR$26,281$02023
The Pension Specialists, Ltd.TPA ALLOWANCE$0$16,0472023

Related Form 5500 pages