# Trident Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trident-management-inc-401k-plan

> Trident Management, INC.'s 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trident Management, INC.

- **Sponsor EIN:** 561977750

- **Sponsor Address:** 1930 NORTH POPLAR STREET, SUITE 21, SOUTHEREN PINES, NC, 28387

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

- **Total Participants:** 171

- **Total Assets:** $4.3M

## 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|171|$4.3M|$175,504|$293,925|

| 2023|200|$4.0M|$208,970|$372,248|

| 2022|221|$3.4M|$212,507|$375,205|

## 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|

| BGW CPA CO, LLP|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|$6,307|$3,893|—|—|—|

| 2023|$3,671|$2,171|—|—|—|

| 2022|$12,882|—|$12,882|—|—|

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