Retirement plan

TRICORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Name: TRICORE ENTERPRISES, INC. - TRICORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: TRICORE ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRICORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN, TRICORE ENTERPRISES, INC.

TRICORE ENTERPRISES, INC.EIN 86-1984964Plan #002PY 2023

3600 LIME STREET, STE 322 - RIVERSIDE, CA 92501909-556-8354

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$826K

+27.3% from 2022

Total participants

+20.0% from 2022

Average account balance

$165,298

+1.9% from 2022

Annual return

13.69%

+13.69 pp from 2022

Benchmarks

See 51,594 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort51,594 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+18.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

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

$165,298

$106,267+55.6%

$96,520+71.3%

$139,456+18.5%

Participation rate

83.3%

77.8%+5.5pp

74.3%+9.0pp

80.3%+3.0pp

Annual return

13.69%

38.45%-24.8pp

35.72%-22.0pp

373.45%-359.8pp

Employer contribution / active EE

$5,069

$4,105+23.5%

$3,739+35.6%

$4,753+6.7%

Participant deferral / active EE

$9,706

$5,454+77.9%

$4,879+98.9%

$6,711+44.6%

Admin fee / account holder

$7,882-100.0%

$6,733-100.0%

$11,407-100.0%

TRICORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRICORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion