Plan Snapshot
- Plan Sponsor: Trumerit
- Sponsor EIN: 232026352
- Sponsor Address: 3600 MARKET STREET STE 400, PHILADELPHIA, PA, 19104
- Plan Type: 403(b)
- Total Participants: 142
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 142 | $8.8M | $343,978 | $808,336 |
| 2023 | 121 | $7.8M | $125,557 | $560,812 |
| 2022 | 93 | $6.5M | $113,478 | $490,439 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DUNLAPSLK, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $225 | — | — | — | — |
| 2023 | $75 | — | — | — | — |
| 2022 | $130 | — | — | — | — |