# Treliant, LLC 401(k) Plan
Source: https://planprovider.pro/companies/treliant-llc-401k-plan

> Treliant, LLC's 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Treliant, LLC

- **Sponsor EIN:** 202969925

- **Sponsor Address:** 1255 23RD STREET NW, SUITE 500, WASHINGTON, DC, 20037

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

- **Total Participants:** 159

- **Total Assets:** $21.1M

## 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|159|$21.1M|$361,220|$1.1M|

| 2023|148|$21.4M|$635,780|$1.6M|

| 2022|271|$18.5M|$775,999|$1.5M|

## 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|

| CREATIVE PLANNING.|NONE|$32,552|—|$32,552|

| THE VANGUARD GROUP, INC.|NONE|$28,288|—|$28,288|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,840

- **Estimated Expense Ratio:** 0.288% 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|$54,415|—|$54,415|—|—|

| 2023|$15,992|—|$15,992|—|—|

| 2022|$639|—|$639|—|—|

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