Retirement plan

TRI-PENN TOOL CO. , INC. 401K PROFIT SHARING PLAN

Name: TRI-PENN TOOL CO., INC. - TRI-PENN TOOL CO. , INC. 401K PROFIT SHARING PLAN (2025) Form 5500
Creator: TRI-PENN TOOL CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI-PENN TOOL CO. , INC. 401K PROFIT SHARING PLAN, TRI-PENN TOOL CO., INC.

TRI-PENN TOOL CO., INC.EIN 25-1194456Plan #001PY 2025

135 NOBLE ROAD - GIRARD, PA 16417814-402-1210LinkedIn11-50 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+21.3% from 2024

Total participants

-7.1% from 2024

Average account balance

$49,546

+14.9% from 2024

Annual return

14.99%

-4.02 pp from 2024

Benchmarks

See 3,626 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort3,626 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.88M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$50K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

135.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.99%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1839

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$70K

$2495 / participant

Other / not subdivided$70K100.0%

% of EOY assets

3.711%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,546

$100,194-50.5%

$122,979-59.7%

$86,983-43.0%

Participation rate

96.4%

73.0%+23.5pp

77.2%+19.2pp

69.5%+26.9pp

Annual return

14.99%

16.47%-1.5pp

20.12%-5.1pp

25.83%-10.8pp

Employer contribution / active EE

$3,571

$2,326+53.6%

$3,062+16.6%

$2,584+38.2%

Participant deferral / active EE

$1,973

$4,133-52.3%

$5,003-60.6%

$4,194-53.0%

Admin fee / account holder

$1,839

$10,148-81.9%

$12,864-85.7%

$7,856-76.6%

TRI-PENN TOOL CO. , INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRI-PENN TOOL CO. , INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion