# Trellis Ware Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trellis-ware-technologies-inc-330922364-001

> Trellis Ware Technologies, INC.'s 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trellis Ware Technologies, INC.

- **Sponsor EIN:** 330922364

- **Sponsor Address:** 10641 SCRIPPS SUMMIT CT. #100, SAN DIEGO, CA, 92131

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

- **Plan Number:** 001

- **Total Participants:** 230

- **Total Assets:** $49.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|230|$49.8M|$1.4M|$3.8M|

| 2023|229|$44.7M|$1.3M|$3.6M|

| 2022|228|$32.9M|$1.2M|$3.3M|

## 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|

| MORGAN STANLEY SMITH BARNEY|Investment Advisor|$29,457|—|$29,457|

| ADP, INC.|Recordkeeper|$29,435|—|$29,435|

| JGD & ASSOCIATES LLP|Auditor|$12,500|—|$12,500|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,392

- **Estimated Expense Ratio:** 0.143% 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|$72,296|—|—|—|—|

| 2023|$68,576|$39,989|—|—|—|

| 2022|$65,079|—|—|—|—|

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