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

> Trellis Ware Technologies, INC.'s 401(k) plan: 230 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **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.|

| 2025|230|$49.8M|$0|$0|

| 2024|229|$44.7M|$0|$0|

| 2023|228|$32.9M|$0|$0|

## 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|

| JGD AND ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JGD AND 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:** $0

### 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|

| 2025|$72,296|—|—|—|—|

| 2024|$68,576|$39,989|—|—|—|

| 2023|$65,079|—|—|—|—|

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