Plan Snapshot
- Plan Sponsor: Trideum Corporation
- Sponsor EIN: 202107822
- Sponsor Address: 675 DISCOVERY DRIVE NW, HUNTSVILLE, AL, 35806
- Plan Type: 401(k)
- Total Participants: 483
- Total Assets: $44.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 483 | $44.1M | $2.0M | $3.6M |
| 2023 | 454 | $38.3M | $1.7M | $3.2M |
| 2022 | 413 | $29.6M | $1.4M | $2.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $125,571 | — | $125,571 |
| MORGAN STANLEY GLOBAL BANKING OPERA | INVESTMENT MANAGEMENT | — | $79,759 | $79,759 |
| CREATIVE PLANNING LLC | INV ADV, PARTICIPANTS | $8,584 | — | $8,584 |
| WARRENT AVERETT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING OPERA — INVESTMENT MANAGEMENT
- CREATIVE PLANNING LLC — INV ADV, PARTICIPANTS
- WARRENT AVERETT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,914
- Estimated Expense Ratio: 0.485% 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 | $134,256 | — | $125,672 | — | — |
| 2023 | $108,781 | — | $102,668 | — | — |
| 2022 | $89,479 | — | $87,090 | — | — |