Filings through Sep 24, 2026.

Retirement plan

Tri Tool Inc. 401(k) Plan

Name: TRI TOOL INC. - TRI TOOL INC. 401(K) PLAN (2024) Form 5500
Creator: TRI TOOL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI TOOL INC. 401(K) PLAN, TRI TOOL INC.

Tri Tool Inc.EIN 88-0277328Plan #004PY 2024

3041 SUNRISE BLVD - RANCHO CORDOVA, CA 957426502916-805-9856

Prospect flagsFew collective trustsFund lineup: 17 funds, $13.3M

Top hat statement on fileNQDC

Filed April 18, 2019 (most recent of 2 filings on file)

Plan administrator

Tri Tool

Rancho Cordova State: CA Zip Code: 95742

Email Phone

Street address, email and phone are on Pro, free for 7 days.

Plans declared (1)

Tri Tool Nonqualified Deferred Compensation Plan11 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$13.4M

-0.8% from 2023

Total participants

150

-9.6% from 2023

Average account balance

$93,958

+7.5% from 2023

Annual return

11.70%

-4.72 pp from 2023

Benchmarks

See 4,106 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,106 peers

Snapshot2024

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 90 PARK AVE, 17TH FLOOR · NEW YORK, NY 10016	Advisory (Plan)	$53,528
PRINCIPAL LIFE INSURANCE COMPANY2 years Service code 13 · EIN 42-0127290	Contract Administrator	$39,033
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381	Advisory (Participants)	$0

Fund lineup

CSV with Pro

17 funds of $250K or more; 19 lines in all, holding $13.3M of the plan's $13.4M. From the 2024 filing. Recordkeeper: Principal.

In collective trusts0%median 0% for plans of $5M to $50M (34,889 plans)

In index funds10%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series25%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 25% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$3.5M	26.2%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages	T. Rowe Price	Mutual fund	$3.3M	25.2%
Principal - Blue Chip Separate Account Plus Principal · Separate account Recordkeeper's own fund	Principal	Separate account	$1.3M	9.5%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.0M	7.7%
Columbia Dividend Opportunity Fund Ameriprise (Columbia Threadneedle) · Mutual fund	Ameriprise (Columbia Threadneedle)	Mutual fund	$587K	4.4%
Baird Core Plus Bond Fund Baird · Mutual fund	Baird	Mutual fund	$414K	3.1%
Mid Cap Value Fund American Century · Mutual fund	American Century	Mutual fund	$382K	2.9%
iShares Russell Mid-Cap Index Fund BlackRock · ETF Index	BlackRock	ETF	$341K	2.6%
Fidelity Advisor Capital & Income Fund Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$333K	2.5%
Janus Henderson Global Select Fund Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$320K	2.4%

See the other 9 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$39K

$383 / participant

Contract admin$39K100.0%

% of EOY assets

0.291%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

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

Auditor firm: BFBA, LLP
Auditor EIN: 680000424
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MML INVESTORS SERVICES LLC

Service code 27 · EIN 04-2746212

90 PARK AVE, 17TH FLOOR · NEW YORK, NY 10016

Advisory (Plan)

$53,528

PRINCIPAL LIFE INSURANCE COMPANY2 years

Service code 13 · EIN 42-0127290

Contract Administrator

$39,033

MORNINGSTAR1 year

Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L

Service code 26 · EIN 36-4317381

Advisory (Participants)

Fund

Dollars

% of funds%

Principal Guaranteed Option

Principal · Insurance contract

Recordkeeper's own fund

$3.5M

26.2%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 11 vintages

$3.3M

25.2%

Principal - Blue Chip Separate Account Plus

Principal · Separate account

Recordkeeper's own fund

$1.3M

9.5%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.0M

7.7%

Columbia Dividend Opportunity Fund

Ameriprise (Columbia Threadneedle) · Mutual fund

$587K

4.4%

Baird Core Plus Bond Fund

Baird · Mutual fund

$414K

3.1%

Mid Cap Value Fund

American Century · Mutual fund

$382K

2.9%

iShares Russell Mid-Cap Index Fund

BlackRock · ETF

Index

$341K

2.6%

Fidelity Advisor Capital & Income Fund

Fidelity (FMR) · Mutual fund

$333K

2.5%

Janus Henderson Global Select Fund

Janus Henderson · Mutual fund

$320K

2.4%

Tri Tool Inc. 401(k) Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Tri Tool Inc. 401(k) Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion