Plan Snapshot
- Plan Sponsor: Trubridge, INC.
- Sponsor EIN: 743032373
- Sponsor Address: 54 ST EMANUEL STREET, MOBILE, AL, 36602
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,400
- Total Assets: $212.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,400 | $212.7M | $0 | $0 |
| 2024 | 1,821 | $187.0M | $3.3M | $11.0M |
| 2023 | 2,305 | $177.6M | $3.5M | $11.4M |
| 2022 | 2,508 | $158.6M | $3.1M | $11.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $202,904 | — | $202,904 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $69,079 | — | $69,079 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $271,983
- Estimated Expense Ratio: 0.128% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $23,045,399 | $69,079 | — | — | — |
| 2024 | $251,089 | $53,563 | — | — | — |
| 2023 | $90,961 | $56,705 | $600 | — | — |
| 2022 | $70,117 | $51,806 | — | — | — |