Plan Snapshot
- Plan Sponsor: Triage Holding, INC.
- Sponsor EIN: 208492616
- Sponsor Address: 1720 WINDWARD CONCOURSE, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 277 | $10.1M | $408,346 | $825,674 |
| 2023 | 281 | $9.0M | $371,226 | $778,827 |
| 2022 | 305 | $7.7M | $381,989 | $847,620 |
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 |
|---|---|---|---|---|
| MADDOX & ASSOCIATES, APC | 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 | $67,999 | $34,344 | $29,000 | — | — |
| 2023 | $60,048 | $30,466 | $25,452 | — | — |
| 2022 | $58,161 | $28,061 | $30,100 | — | — |