Plan Snapshot
- Plan Sponsor: Trade-Pmr INC.
- Sponsor EIN: 593539169
- Sponsor Address: 2511 NW 41ST STREET, GAINESVILLE, FL, 32606
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 155 | $8.1M | $604,376 | $993,451 |
| 2023 | 139 | $5.7M | $397,718 | $586,934 |
| 2022 | 115 | $4.0M | $325,205 | $491,642 |
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 |
|---|---|---|---|---|
| SIMONIC, SIMONIC, RATNECHT & ASSO | 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 | -$34 | -$34 | — | — | — |
| 2023 | $793 | — | $793 | — | — |
| 2022 | — | — | — | — | — |