Retirement plan

TRI-MODAL AND DECOY 401(K) PLAN

Name: TRI-MODAL DISTRIBUTION SERVICES INC. - TRI-MODAL AND DECOY 401(K) PLAN (2023) Form 5500
Creator: TRI-MODAL DISTRIBUTION SERVICES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI-MODAL AND DECOY 401(K) PLAN, TRI-MODAL DISTRIBUTION SERVICES INC.

TRI-MODAL DISTRIBUTION SERVICES INC.EIN 95-3726166Plan #001PY 2023

2011 E. CARSON STREET - CARSON, CA 90810310-522-5506LinkedIn51-200 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$613K

+195.2% from 2022

Total participants

+29.3% from 2022

Average account balance

$12,515

+50.6% from 2022

Annual return

20.28%

+20.28 pp from 2022

Benchmarks

See 1,318 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort1,318 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1579

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

See the 4-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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

$14K

$312 / participant

Other / not subdivided$14K100.0%

% of EOY assets

2.290%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,515

$22,587-44.6%

$65,255-80.8%

$75,163-83.3%

Participation rate

91.1%

63.1%+28.0pp

65.0%+26.2pp

67.2%+23.9pp

Annual return

20.28%

71.03%-50.8pp

47.35%-27.1pp

160.62%-140.3pp

Employer contribution / active EE

$2,856

$941+203.7%

$1,691+68.9%

$2,670+7.0%

Participant deferral / active EE

$5,385

$1,695+217.6%

$2,831+90.2%

$4,125+30.5%

Admin fee / account holder

$287

$1,876-84.7%

$4,112-93.0%

$5,651-94.9%

TRI-MODAL AND DECOY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRI-MODAL AND DECOY 401(K) 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