# Trendline Interactive LLC Dba Shift Paradigm 401(k) Plan
Source: https://planprovider.pro/companies/trendline-interactive-llc-dba-shift-paradigm-401k-plan

> Trendline Interactive LLC Dba Shift Paradigm's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [KENDRA MELNYK, CPA](https://planprovider.pro/provider/kendra-g-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|—|—|

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