# Trianz Digital Consulting, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trianz-digital-consulting-inc-401k-plan

> Trianz Digital Consulting, INC.'s 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trianz Digital Consulting, INC.

- **Sponsor EIN:** 850770629

- **Sponsor Address:** 3979 FREEDOM CIRCLE, SANTA CLARA, CA, 95054

- **Plan Type:** 401(k)

- **Total Participants:** 148

- **Total Assets:** $25.7M

## 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|148|$25.7M|$0|$1.8M|

| 2023|154|$20.9M|$36,910|$1.7M|

| 2022|126|$15.8M|$0|$1.6M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,284|—|$5,284|

| CHUGH CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,284

- **Estimated Expense Ratio:** 0.021% 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|$7,309|$5,284|—|—|—|

| 2023|$6,862|$4,562|—|—|—|

| 2022|$8,040|$4,140|—|—|—|

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