Plan Snapshot
- Plan Sponsor: Trendline Interactive LLC Dba Shift Paradigm
- Sponsor EIN: 273334784
- Sponsor Address: 11612 BEE CAVES ROAD SUITE 220, AUSTIN, TX, 78738
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $8.6M
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 | 114 | $8.6M | $584,659 | $1.1M |
| 2023 | 147 | $5.8M | $579,385 | $1.1M |
| 2022 | 182 | $3.5M | $551,638 | $1.1M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $34,554 | — | $34,554 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $12,372 | — | $12,372 |
| RESOURCES INVESTMENT ADVISORS, LLC | INVESTMENT MGMT | $5,004 | — | $5,004 |
| KENDRA MELNYK, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- KENDRA MELNYK, CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,930
- Estimated Expense Ratio: 0.606% 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 | $51,930 | $39,558 | — | — | — |
| 2023 | $34,556 | $22,056 | — | — | — |
| 2022 | $16,955 | $10,783 | $6,172 | — | — |