# Trend Health Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/trend-health-partners-llc-401k-plan

> Trend Health Partners, LLC's 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trend Health Partners, LLC

- **Sponsor EIN:** 832044663

- **Sponsor Address:** 20 WIGHT AVENUE, HUNT VALLEY, MD, 21030

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

- **Total Participants:** 317

- **Total Assets:** $10.9M

## 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|317|$10.9M|$795,668|$1.4M|

| 2023|266|$6.9M|$465,365|$911,186|

| 2022|121|$3.9M|$336,233|$691,117|

## 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|

| NWPS|NONE|$5,540|—|$5,540|

| ELLIN & TUCKER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NWPS](https://planprovider.pro/provider/nwps) — NONE

- [ELLIN & TUCKER](https://planprovider.pro/provider/ellin-and-tucker-chartered) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,540

- **Estimated Expense Ratio:** 0.051% 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|$5,540|—|—|—|—|

| 2023|$2,830|—|—|—|—|

| 2022|—|—|—|—|—|

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