Plan Snapshot
- Plan Sponsor: Tradehome Holdings, INC.
- Sponsor EIN: 411284427
- Sponsor Address: 8300 97TH STREET SOUTH, COTTAGE GROVE, MN, 55016
- Plan Type: DC
- Total Participants: 405
- Total Assets: $36.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 405 | $36.8M | $440,000 | $0 |
| 2023 | 389 | $31.3M | $400,000 | $0 |
| 2022 | 372 | $26.3M | $400,000 | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | 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 | $98,039 | $84,670 | $1,819 | — | — |
| 2023 | $98,481 | — | $98,481 | — | — |
| 2022 | $86,866 | — | $86,866 | — | — |