# Trafon Group, INC DC Plan
Source: https://planprovider.pro/companies/trafon-group-inc-plan

> Trafon Group, INC's DC plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trafon Group, INC

- **Sponsor EIN:** 660564639

- **Sponsor Address:** GARDEN HILL PLAZA PMB 342, GUAYNABO, PR, 009662718

- **Plan Type:** DC

- **Total Participants:** 103

- **Total Assets:** $1.2M

## 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|103|$1.2M|$17,849|$94,022|

| 2023|182|$1.3M|$40,676|$204,466|

| 2022|192|$1.0M|$50,602|$219,839|

## 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|

| EMPOWER ANNUITY INSURANCE CO|Recordkeeper|$13,368|—|$13,368|

| B RILEY WEALTH MANAGEMENT INC|Investment Advisor|$6,269|—|$6,269|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,637

- **Estimated Expense Ratio:** 1.595% 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|$21,202|—|—|—|—|

| 2023|$17,377|—|—|—|—|

| 2022|$15,228|—|—|—|—|

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