Plan Snapshot
- Plan Sponsor: Trends International, LLC
- Sponsor EIN: 260087431
- Sponsor Address: 5188 W. 74TH ST., INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $16.7M
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 | 200 | $16.7M | $522,689 | $1.2M |
| 2023 | 211 | $14.1M | $425,554 | $1.1M |
| 2022 | 104 | $10.1M | $183,431 | $722,470 |
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 |
|---|---|---|---|---|
| BLUE AND CO LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE AND CO LLC — 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 | $71,564 | $45,062 | — | — | — |
| 2023 | $56,125 | — | — | — | — |
| 2022 | $53,683 | — | — | — | — |