Original filing (PDF)20251014142926NAL0006428994001

TRI-GAS & OIL CO. INC.

Name: TRI-GAS & OIL CO. INC. — TRI-GAS & OIL CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: TRI-GAS & OIL CO. INC.

Form 5500

FILING_RECEIVED

TRI-GAS & OIL CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

11 service providers

Active participants

266

Accounts w/ balance

289

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (13th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI-GAS & OIL CO. INC..

Plan sponsor

Name

TRI-GAS & OIL CO. INC.

EIN

52-0784971

Address

3941 FEDERALSBURG HWY · FEDERALSBURG, MD · 216322620

Phone

(410) 754-2085

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

11 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA-CREF FUNDS	13-1624203	—	NONE	$0	—
VANGUARD GROUP FUNDS	23-1945930	—	NONE	$0	—

Investment manager

Name

Investments

33 direct securities · 1 pooled fund· $11.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$10.4M

30 holdings

Common Collective Trusts

$276K

1 holding

Common Collective Trust

$276K

1 holding

Bonds / Notes

$151K

1 holding

Cash / Money Market

$12K

1 holding

					% of plan
T. ROWE PRICE RETIREMENT 2030 I CLASS MUTUAL FUND	Other securities	—	—	$2.1M	19.0%
T. ROWE PRICE RETIREMENT 2035 I CLASS MUTUAL FUND	Other securities	—	—	$1.9M	17.3%
T. ROWE PRICE RETIREMENT 2025 I CLASS MUTUAL FUND	Other securities	—	—	$1.7M	15.7%
T. ROWE PRICE RETIREMENT 2020 I CLASS MUTUAL FUND	Other securities	—	—	$869K	8.0%
T. ROWE PRICE RETIREMENT 2045 I CLASS MUTUAL FUND	Other securities	—	—	$612K	5.7%
T. ROWE PRICE RETIREMENT 2040 I CLASS MUTUAL FUND	Other securities	—	—	$498K	4.6%
T. ROWE PRICE RETIREMENT 2055 I CLASS MUTUAL FUND	Other securities	—	—	$470K	4.4%
T. ROWE PRICE RETIREMENT 2050 I CLASS MUTUAL FUND	Other securities	—	—	$443K	4.1%
T. ROWE PRICE NEW ERA I MUTUAL FUND 74 * T. ROWE PRICE BLUE CHIP GROWTH I MUTUAL FUND	Other securities	—	—	$438K	4.1%
T. ROWE PRICE STABLE VALUE N COMMON COLLECTIVE TRUST	Common Collective Trusts	—	—	$276K	2.6%
TRP ST VAL COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$276K	2.6%
T. ROWE PRICE RETIREMENT 2015 I CLASS MUTUAL FUND	Other securities	—	—	$263K	2.4%
NUVEEN QUANT SMALL CAP EQUITY R6 MUTUAL FUND	Other securities	—	—	$203K	1.9%
VANGUARD 500 INDEX ADMIRAL MUTUAL FUND	Other securities	—	—	$163K	1.5%
PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50%	Bonds / Notes	—	—	$151K	1.4%
BLACKROCK MID-CAP GROWTH EQUITY K MUTUAL FUND	Other securities	—	—	$146K	1.3%
AMERICAN FUNDS AMERICAN BALANCED R6 MUTUAL FUND	Other securities	—	—	$106K	1.0%
DFA INFLATION PROTECTED SECURITIES PORT MUTUAL FUND	Other securities	—	—	$103K	1.0%
T. ROWE PRICE OVERSEAS STOCK I MUTUAL FUND	Other securities	—	—	$89K	0.8%
FIDELITY TOTAL MARKET INDEX MUTUAL FUND	Other securities	—	—	$84K	0.8%
T. ROWE PRICE RETIREMENT 2065 I CLASS MUTUAL FUND	Other securities	—	—	$56K	0.5%
ISHARES U.S. AGGREGATE BOND INDEX K MUTUAL FUND	Other securities	—	—	$45K	0.4%
AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND	Other securities	—	—	$31K	0.3%
T. ROWE PRICE RETIREMENT 2060 I CLASS MUTUAL FUND	Other securities	—	—	$29K	0.3%
INVESCO DIVERSIFIED DIVIDEND R6 MUTUAL FUND	Other securities	—	—	$28K	0.3%
BLACKROCK TOTAL RETURN K MUTUAL FUND	Other securities	—	—	$21K	0.2%
T. ROWE PRICE RETIREMENT 2005 I CLASS MUTUAL FUND	Other securities	—	—	$20K	0.2%
NUVEEN REAL ESTATE SECURITIES SELECT R6 MUTUAL FUND	Other securities	—	—	$12K	0.1%
T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH	Cash / Money Market	—	—	$12K	0.1%
JANUS HENDERSON SMALL CAP VALUE N MUTUAL FUND	Other securities	—	—	$8K	<0.1%
T. ROWE PRICE SMALL-CAP VALUE I MUTUAL FUND	Other securities	—	—	$5K	<0.1%
PIMCO STOCKSPLUS LONG DURATION INSTL MUTUAL FUND	Other securities	—	—	$3K	<0.1%
AMERICAN FUNDS EUROPACIFIC GROWTH R6 MUTUAL FUND	Other securities	—	—	$2K	<0.1%
PGIM HIGH-YIELD R6 MUTUAL FUND	Other securities	—	—	$1K	<0.1%

1–34 of 34

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$9.7M TIAA / Nuveen$215K BlackRock / iShares$212K Vanguard$163K American Funds (Capital Group)$139K Dimensional / DFA$103K Fidelity$84K Invesco$28K Janus Henderson$8K

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BLACKROCK FUNDS	04-6171663	—	NONE	$0	—
PIMCO FUNDS	33-0629048	—	NONE	$0	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RPS, INC.	52-1309931	—	NONE	$64K	—
AMERICAN FUNDS	95-1411037	—	NONE	$0	—
PRUDENTIAL FUNDS	22-3703799	—	NONE	$0	—
DIMENSIONAL FUNDS	95-4507257	—	NONE	$0	—
JANUS FUNDS	43-1804048	—	NONE	$0	—
INVESCO FUNDS	26-4521338	—	NONE	$0	—
FIDELITY FUNDS	04-2647786	—	NONE	$0	—