Plan Snapshot
- Plan Sponsor: Trapeze Software Group, INC.
- Sponsor EIN: 980358175
- Sponsor Address: 10275 W HIGGINS ROAD, ROSEMONT, IL, 60018
- Plan Type: 401(k)
- Total Participants: 12,026
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 12,026 | $1.4B | $24.2M | $91.6M |
| 2022 | 8,028 | $755.4M | $14.3M | $55.6M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | RECORDKEEPER | $1,741,952 | — | $1,741,952 |
| THE ANGELL PENSION GROUP, INC | THIRD PARTY ADMINISTRATO | $1,086,568 | — | $1,086,568 |
| MORNINGSTAR INVESTMENT MANAGEMENT | INVESTMENT ADVISOR | $232,964 | — | $232,964 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $197,200 | — | $197,200 |
| VOYA RETIREMENT ADVISORS | INVESTMENT ADVISOR | $170,214 | — | $170,214 |
| CARON & BLETZER PLLC | AUDITOR | $68,200 | — | $68,200 |
| CARON & BLETZER, PLLC | Auditor | $34,100 | — | $34,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,531,198
- Estimated Expense Ratio: 0.261% 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 |
|---|---|---|---|---|---|
| 2023 | $1,748,549 | $300,189 | $1,414,260 | $34,100 | — |
| 2022 | $1,493,623 | — | $1,493,623 | — | — |