# Trapeze Software Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trapeze-software-group-inc-401k-plan

> Trapeze Software Group, INC.'s 401(k) plan: 12,026 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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