Plan Snapshot
- Plan Sponsor: Trans National Group Services LLC
- Sponsor EIN: 043399612
- Sponsor Address: 89 PLEASANT STREET SOUTH, NATICK, MA, 01760
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $27.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 108 | $27.8M | $215,058 | $825,657 |
| 2023 | 129 | $27.0M | $235,796 | $898,169 |
| 2022 | 139 | $22.4M | $253,109 | $948,489 |
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 CPA'S P.C. | Auditor | $18,900 | — | $18,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,900
- Estimated Expense Ratio: 0.068% 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 | -$4,723 | — | — | $18,900 | — |
| 2023 | -$22,504 | — | — | — | — |
| 2022 | -$2,428 | — | — | — | — |