# Trenam, Kemker, Scharf, Barkin, Frye, Oneill & Mullis PA 401(k) Plan
Source: https://planprovider.pro/companies/trenam-kemker-scharf-barkin-frye-oneill-mullis-pa-591772042-001

> Trenam, Kemker, Scharf, Barkin, Frye, Oneill & Mullis PA's 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trenam, Kemker, Scharf, Barkin, Frye, Oneill & Mullis PA

- **Sponsor EIN:** 591772042

- **Sponsor Address:** 101 E KENNEDY BLVD STE 2700, TAMPA, FL, 336025150

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

- **Plan Number:** 001

- **Total Participants:** 167

- **Total Assets:** $94.9M

## 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|167|$94.9M|$1.4M|$2.2M|

| 2023|150|$89.7M|$1.4M|$2.1M|

| 2022|154|$75.2M|$0|$2.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$160,050|—|$160,050|

| AGW CAPITAL|Investment Advisor|—|$99,756|$99,756|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $259,806

- **Estimated Expense Ratio:** 0.274% 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|$160,050|—|$160,050|—|—|

| 2023|$140,758|—|$140,758|—|—|

| 2022|$117,374|—|$117,374|—|—|

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