Plan Snapshot
- Plan Sponsor: Terillium, INC.
- Sponsor EIN: 311728673
- Sponsor Address: 201 EAST 5TH STREET, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $38.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 202 | $38.9M | $740,731 | $3.0M |
| 2023 | 214 | $34.4M | $638,919 | $2.6M |
| 2022 | 176 | $27.7M | $586,868 | $2.3M |
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 |
|---|---|---|---|---|
| FLAGEL HUBER FLAGEL | SERVICE PROVIDER | $12,765 | — | $12,765 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $12,396 | — | $12,396 |
| CREATIVE RETIREMENT SYSTEMS | TPA | $8,400 | — | $8,400 |
| FLAGEL HUBER FLAGER & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FLAGEL HUBER FLAGER & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,561
- Estimated Expense Ratio: 0.086% 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 |
|---|---|---|---|---|---|
| 2024 | $38,263 | — | — | — | — |
| 2023 | $26,161 | $22,486 | $3,375 | — | — |
| 2022 | $27,758 | — | $12,570 | — | $15,188 |