Plan Snapshot
- Plan Sponsor: Tricentis Usa Corp.
- Sponsor EIN: 275099781
- Sponsor Address: MONARCH TOWER, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 542
- Total Assets: $39.5M
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 | 542 | $39.5M | $985,396 | $6.5M |
| 2023 | 509 | $28.1M | $5,508 | $5.8M |
| 2022 | 573 | $20.1M | $9,800 | $4.9M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, 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 | $196,008 | $110,982 | $70,676 | — | — |
| 2023 | $146,621 | $84,039 | — | — | — |
| 2022 | $104,602 | $65,068 | $33,134 | — | $6,400 |