Filings through Oct 24, 2026.

Compliance 401(k) Multiple Employer Plan

Name: TRISMART SOLAR, LLC - COMPLIANCE 401(K) MULTIPLE EMPLOYER PLAN (2024) Form 5500
Creator: TRISMART SOLAR, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPLIANCE 401(K) MULTIPLE EMPLOYER PLAN, TRISMART SOLAR, LLC

Trismart Solar, LLCEIN 46-1945032Plan #001PY 2024

SUITE 140 - HOUSTON, TX 77073888-485-5557trismartsolar.comLinkedIn201-500 employeesrenewables & environment

How to read this page

Prospect flags

5 of 17 flags tripped on the 2024 filing.

How flags work

Opportunity
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Lines 6a and 6g
Opportunity
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Schedule H, line 2a(1)(B)
Opportunity
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Schedule H, line 2a(1)(A)
Opportunity
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Schedule H, line 1l and line 6g
Informational
Recently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Line 6g

Total assets (EOY)

$558K

No prior year

Total participants

254

No prior year

Average account balance

$4,046

No prior year

Annual return

13.39%

+137.78 pp from 2023

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 3,452 peers

Industry: 23 - Construction
Plan type: Defined contribution
Participants: 100-249
Cohort: 3,452 peers
Snapshot: 2024

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

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Plan history

Showing the 2024 filing, 1 of 3 years on record. Charts need 3 years.

2024 filing

Total assets (EOY): $558,390
Participants: 254
Contributions: $189,807
Annual return: 13.39%

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2022 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

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Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$15K in admin expenses, $59 per participant (all participants, line 6f).

Schedule H, line 2i

Contract admin$15K (100%)

Admin expense ratio

2.662%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

1 / 9

subdivided buckets used

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 5 by compensation.

Schedule C

Provider	Service type	Compensation
VOYA FINANCIAL ADVISORS INC1 year Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 Advisory (Participants)	Advisory (Participants)	$457
LEAFHOUSE FINANCIAL ADVISORS, LLC1 year Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 · EIN 26-4311657 Other Fees	Other Fees	$302
ECONOMIC GROUP PENSION SERVICES1 year Service code 49 · EIN 13-3180178 Other Services	Other Services	$0
ECONOMIC GROUP PENSION SERVICES1 year Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 · EIN 86-2963468 Other Services	Other Services	$0
VOYA FINANCIAL ADVISORS INC1 year Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 Recordkeeping Fees	Recordkeeping Fees	$0

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: CHERRY BEKAERT ADVISORY LLC
Auditor EIN: 56-0574444
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

7 feature codes on the 2024 filing.

Line 8a

Plan feature codes2A2E2F2G2J2K3D

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

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Provider

Compensation

VOYA FINANCIAL ADVISORS INC1 year

Filed as: VOYA RETIREMENT ADVISORS LLC

Service code 26 · EIN 02-0488491

Advisory (Participants)

$457

LEAFHOUSE FINANCIAL ADVISORS, LLC1 year

Filed as: LEAFHOUSE FINANCIAL ADVISORS

Service code 99 · EIN 26-4311657

Other Fees

$302

ECONOMIC GROUP PENSION SERVICES1 year

Service code 49 · EIN 13-3180178

Other Services

ECONOMIC GROUP PENSION SERVICES1 year

Filed as: ECONOMIC GROUP PENSION SERVICES LLC

Service code 49 · EIN 86-2963468

Other Services

VOYA FINANCIAL ADVISORS INC1 year

Filed as: VOYA RETIREMENT INS AND ANNUITY CO

Service code 64 · EIN 71-0294708

Recordkeeping Fees

Compliance 401(k) Multiple Employer Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Providers

Service providers

Audit opinion

Plan design

Plan features

Compliance 401(k) Multiple Employer Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Compliance 401(k) Multiple Employer Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Compliance 401(k) Multiple Employer Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Service providers

Audit opinion