Retirement plan

TRIGEN PARTNERSHIP RETIREMENT PLAN

Name: TRIGEN PARTNERSHIP - TRIGEN PARTNERSHIP RETIREMENT PLAN (2024) Form 5500
Creator: TRIGEN PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIGEN PARTNERSHIP RETIREMENT PLAN, TRIGEN PARTNERSHIP

TRIGEN PARTNERSHIPEIN 46-4218935Plan #001PY 2024

27957 HARDING RD - CLERMONT, IA 52135563-380-1528

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+21.5% from 2023

Total participants

+13.9% from 2023

Average account balance

$33,344

+5.1% from 2023

Annual return

13.87%

-4.80 pp from 2023

Benchmarks

See 6,266 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,266 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.51M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

292.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+19.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$366

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 codes2E3D2G2J2F2T

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).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$857

$48 / participant

Other / not subdivided$857100.0%

% of EOY assets

0.069%

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

$33,344

$150,207-77.8%

$120,380-72.3%

$145,978-77.2%

Participation rate

77.8%

78.8%-1.0pp

71.9%+5.9pp

80.3%-2.5pp

Annual return

13.87%

154.28%-140.4pp

107.28%-93.4pp

550.52%-536.6pp

Employer contribution / active EE

$2,419

$4,351-44.4%

$3,465-30.2%

$4,662-48.1%

Participant deferral / active EE

$1,936

$6,175-68.7%

$4,992-61.2%

$6,690-71.1%

Admin fee / account holder

$23

$12,203-99.8%

$9,421-99.8%

$13,400-99.8%

TRIGEN PARTNERSHIP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIGEN PARTNERSHIP RETIREMENT 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