# Technology Recovery Group, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/technology-recovery-group-ltd-341910844-001

> Technology Recovery Group, Ltd's 401(k) plan: 346 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Technology Recovery Group, Ltd

- **Sponsor EIN:** 341910844

- **Sponsor Address:** 31390 VIKING PARKWAY, WESTLAKE, OH, 44145

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 346

- **Total Assets:** $27.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|346|$27.4M|$0|$0|

## 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|

| SIGNATURE ESTATE & INVESTMENT ADVIS|Investment Advisor|$40,258|—|$40,258|

| JPMORGAN INVEST HOLDINGS LLC|Recordkeeper|$19,824|—|$19,824|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,082

- **Estimated Expense Ratio:** 0.220% 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|$1,118,798|$40,258|—|—|—|

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