Plan Snapshot
- Plan Sponsor: Tradebe Environmental Services
- Sponsor EIN: 010757921
- Sponsor Address: 1433 E 8RD AVENUE, MERRILLVILLE, IN, 46410
- Plan Type: 401(k)
- Total Participants: 876
- Total Assets: $59.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 876 | $59.0M | $880,222 | $4.8M |
| 2023 | 879 | $56.3M | $827,133 | $4.6M |
| 2022 | 822 | $46.7M | $755,418 | $4.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $65,675 | — | $65,675 |
| STRATEGIC WEALTH PARTNERS GROUP | Investment Advisor | $42,581 | — | $42,581 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $12,785 | — | $12,785 |
| SMITH & HOWARD PC | Auditor | $11,500 | — | $11,500 |
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: $132,541
- Estimated Expense Ratio: 0.225% 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 | $132,541 | $55,367 | — | $11,500 | — |
| 2023 | $110,248 | $62,320 | — | — | — |
| 2022 | $89,857 | $10,483 | — | — | — |