Plan Snapshot
- Plan Sponsor: Trendly, INC.
- Sponsor EIN: 464520014
- Sponsor Address: 168 39TH STREET, BROOKLYN, NY, 11232
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $1.7M
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 | 116 | $1.7M | $0 | $325,274 |
| 2023 | 78 | $1.4M | $0 | $351,332 |
| 2022 | 149 | $1.2M | $0 | $423,126 |
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 |
|---|---|---|---|---|
| RUSSON + JOHNSTON CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSON + JOHNSTON CPAS — 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 |
|---|---|---|---|---|---|
| 2024 | $3,676 | $1,192 | — | — | — |
| 2023 | $6,231 | $975 | — | — | — |
| 2022 | $4,623 | $4,621 | $2 | — | — |