Plan Snapshot
- Plan Sponsor: Trident Precision Manufacturing INC.
- Sponsor EIN: 161154981
- Sponsor Address: 734 SALT RD, WEBSTER, NY, 145809718
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $11.3M
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 | 104 | $11.3M | $47,852 | $395,867 |
| 2023 | 94 | $9.9M | $41,337 | $333,273 |
| 2022 | 90 | $9.0M | $42,490 | $331,168 |
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 |
|---|---|---|---|---|
| SARDONE, ROBINSON & ASSOCIATES 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 | $29,119 | — | $29,119 | — | — |
| 2023 | $14,937 | — | $14,937 | — | — |
| 2022 | $16,123 | — | $16,123 | — | — |