Plan Snapshot
- Plan Sponsor: Trifecta Medical LLC
- Sponsor EIN: 813062958
- Sponsor Address: 5309 GOULD CIR, CASTLE ROCK, CO, 801097726
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $256,118
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 59 | $256,118 | $0 | $42,209 |
| 2023 | 54 | $215,030 | $0 | $91,718 |
| 2022 | 121 | $148,121 | $0 | $72,825 |
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 |
|---|---|---|---|---|
| EIFEL RAMBO ADVISORY GROUP, LTD | 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 | $6,324 | $376 | $5,088 | — | — |
| 2023 | $7,997 | $296 | $6,841 | — | — |
| 2022 | — | — | — | — | — |