Plan Snapshot
- Plan Sponsor: Trade Center Management Associates, LLC
- Sponsor EIN: 521924168
- Sponsor Address: 1300 PENNSYLVANIA AVE. N.W., WASHINGTON, DC, 200044580
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 347
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 347 | $21.6M | $428,234 | $967,744 |
| 2023 | 267 | $18.9M | $372,025 | $778,022 |
| 2022 | 223 | $16.0M | $309,458 | $620,672 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $30,023 | — | $30,023 |
| WEALTH ENHANCEMENT ADVISORY | Investment Advisor | $15,707 | — | $15,707 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,600 | — | $5,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,330
- Estimated Expense Ratio: 0.238% 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 | $51,330 | $21,307 | — | — | — |
| 2023 | $26,792 | $2,811 | — | — | — |
| 2022 | $26,222 | $2,232 | — | — | — |