# Trellance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trellance-inc-401k-plan

> Trellance, INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trellance, INC.

- **Sponsor EIN:** 592941216

- **Sponsor Address:** 7650 COURTNEY CAMPBELL CSWY STE 900, TAMPA, FL, 33607

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

- **Total Participants:** 137

- **Total Assets:** $18.6M

## 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.|

| 2024|137|$18.6M|$1.5M|$1.7M|

| 2023|163|$15.0M|$1.6M|$1.8M|

| 2022|181|$9.7M|$1.3M|$1.3M|

## 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|

| OSAIC WEALTH INC|NONE|$46,801|—|$46,801|

| WARREN AVERETT, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/warren-averett-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,801

- **Estimated Expense Ratio:** 0.252% 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|$87,765|$46,801|$2,320|—|—|

| 2023|$90,085|$37,986|$5,700|—|—|

| 2022|$57,043|$30,417|$26,626|—|—|

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