Plan Snapshot
- Plan Sponsor: Triage, LLC
- Sponsor EIN: 814852747
- Sponsor Address: 13609 CALIFORNIA STREET, OMAHA, NE, 68154
- Plan Type: 401(k)
- Total Participants: 6,683
- Total Assets: $73.7M
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 | 6,683 | $73.7M | $3.0M | $10.5M |
| 2023 | 3,831 | $63.9M | $3.8M | $15.1M |
| 2022 | 5,648 | $41.1M | $3.3M | $15.1M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $29,400 | — | $29,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,400
- Estimated Expense Ratio: 0.040% 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 | $339,259 | $20,895 | — | $29,400 | — |
| 2023 | $244,959 | $17,606 | — | — | — |
| 2022 | $121,931 | $3,384 | — | — | — |