Plan Snapshot
- Plan Sponsor: T.R.A. Industries, INC. Dba Huntwood Industries
- Sponsor EIN: 911407983
- Sponsor Address: 23800 EAST APPLEWAY AVENUE, LIBERTY LAKE, WA, 99019
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 862
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 862 | $6.9M | $0 | $0 |
| 2024 | 511 | $5.2M | $267,929 | $843,293 |
| 2023 | 492 | $3.9M | $246,806 | $750,953 |
| 2022 | 501 | $3.0M | $221,708 | $680,076 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS | Other Service Provider | $22,241 | — | $22,241 |
| LINCOLN NATIONAL CORPORATION | Other Service Provider | $10,000 | — | $10,000 |
| PROFESSIONAL BENEFIT SERVICES | Recordkeeper | $9,319 | — | $9,319 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,560
- Estimated Expense Ratio: 0.603% 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 | $402,035 | — | — | — | — |
| 2024 | $53,285 | — | — | — | — |
| 2023 | $42,289 | — | — | — | — |
| 2022 | $17,605 | — | — | — | $17,605 |