Plan Snapshot
- Plan Sponsor: Trendsetter Construction INC
- Sponsor EIN: 752765289
- Sponsor Address: 2173 TURKEY RD, GLADEWATER, TX, 75647
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $3.1M
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 | 150 | $3.1M | $423,906 | $391,372 |
| 2023 | 162 | $2.2M | $0 | $310,358 |
| 2022 | 170 | $1.8M | $0 | $281,085 |
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 |
|---|---|---|---|---|
| HEARD MCELROY & VESTAL LLP | Auditor | — | — | $0 |
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 | $5,315 | $1,092 | — | — | — |
| 2023 | $3,960 | $835 | — | — | — |
| 2022 | $4,572 | — | — | — | — |