# Trefz Corporation 401(k) Plan
Source: https://planprovider.pro/companies/trefz-corporation-401k-plan

> Trefz Corporation's 401(k) plan: 1,521 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trefz Corporation

- **Sponsor EIN:** 060862427

- **Sponsor Address:** 10 MIDDLE ST, 17TH FLOOR, BRIDGEPORT, CT, 06604

- **Plan Type:** 401(k)

- **Total Participants:** 1,521

- **Total Assets:** $22.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,521|$22.4M|$214,855|$692,576|

| 2023|949|$20.4M|$195,499|$629,309|

| 2022|1,114|$18.2M|$192,070|$626,337|

## 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|

| ASCENSUS|RECORDKEEPER|$22,483|—|$22,483|

| SMITHBRIDGE ASSET MANAGEMENT INC|INVESTMENT MANAGER|$21,167|—|$21,167|

| CARON & BLETZER PLLC|AUDITOR|$17,200|—|$17,200|

| WILMINGTON TRUST|CUSTODIAN|$14,082|—|$14,082|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [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:** $74,932

- **Estimated Expense Ratio:** 0.334% 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|$82,532|$21,167|—|$17,200|—|

| 2023|$73,634|$18,059|$20,594|$14,270|—|

| 2022|$81,731|$36,998|$44,733|—|—|

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