Plan Snapshot
- Plan Sponsor: The Trevor Project, INC.
- Sponsor EIN: 954681287
- Sponsor Address: 8581 SANTA MONICA BLVD. #162, WEST HOLLYWOOD, CA, 90069
- Plan Type: 403(b)
- Total Participants: 332
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 332 | $8.3M | $669,183 | $1.6M |
| 2022 | 292 | $5.1M | $580,705 | $1.3M |
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 |
|---|---|---|---|---|
| THE VARIABLE ANNUITY LIFE INS | NONE | $28,874 | — | $28,874 |
| GREEN HASSON & JANKS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VARIABLE ANNUITY LIFE INS — NONE
- GREEN HASSON & JANKS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,874
- Estimated Expense Ratio: 0.349% 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 |
|---|---|---|---|---|---|
| 2023 | $14,437 | $14,437 | — | — | — |
| 2022 | $5,557 | — | $5,557 | — | — |