Plan Snapshot
- Plan Sponsor: Trademark Global, LLC
- Sponsor EIN: 341939848
- Sponsor Address: 7951 WEST ERIE RD., LORAIN, OH, 440532093
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 178 | $9.5M | $351,886 | $553,391 |
| 2023 | 188 | $8.0M | $327,342 | $509,706 |
| 2022 | 268 | $6.7M | $299,515 | $480,345 |
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 |
|---|---|---|---|---|
| CORRIGAN KRAUSE | Auditor | $11,999 | — | $11,999 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,999
- Estimated Expense Ratio: 0.127% 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 | $63,357 | $26,292 | $25,066 | $11,999 | — |
| 2023 | $55,197 | $23,140 | $22,058 | $9,999 | — |
| 2022 | $60,221 | $28,050 | $22,197 | — | $9,974 |