# The Third And Oak Corporation, Dba Treyton Oak Towers 401(k) Plan
Source: https://planprovider.pro/companies/the-third-and-oak-corporation-dba-treyton-oak-towers-310986103-001

> The Third And Oak Corporation, Dba Treyton Oak Towers's 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Third And Oak Corporation, Dba Treyton Oak Towers

- **Sponsor EIN:** 310986103

- **Sponsor Address:** 211 WEST OAK STREET, LOUISVILLE, KY, 40203

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

- **Plan Number:** 001

- **Total Participants:** 126

- **Total Assets:** $3.0M

## 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|126|$3.0M|$110,688|$278,748|

| 2023|121|$2.9M|$122,990|$263,042|

| 2022|132|$2.6M|$107,180|$217,289|

## 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|

| DEMING, MALONE, LIVESAY, & OSTROFF|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|$5,900|—|$3,300|—|—|

| 2023|$6,948|—|$5,500|—|—|

| 2022|$5,300|—|$5,300|—|—|

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