Plan Snapshot
- Plan Sponsor: Trident Construction Resource Management, LLC
- Sponsor EIN: 300962661
- Sponsor Address: 2245 TECHNICAL PARKWAY, CHARLESTON, SC, 29406
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $14.9M
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 | 114 | $14.9M | $830,446 | $907,729 |
| 2023 | 125 | $12.7M | $1.0M | $781,719 |
| 2022 | 104 | $10.6M | $1.0M | $705,854 |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS, 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 | $34,062 | $31,152 | $2,910 | — | — |
| 2023 | $20,159 | $18,434 | $1,725 | — | — |
| 2022 | $27,808 | $25,588 | $2,220 | — | — |