Plan Snapshot
- Plan Sponsor: Trigreen Equipment, LLC
- Sponsor EIN: 205462252
- Sponsor Address: 1776 TRIGREEN DRIVE, ATHENS, AL, 35611
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 649
- Total Assets: $30.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 649 | $30.1M | $0 | $0 |
| 2024 | 574 | $26.1M | $696,871 | $1.4M |
| 2023 | 598 | $22.4M | $711,047 | $1.3M |
| 2022 | 562 | $18.2M | $613,108 | $1.1M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $81,220 | — | $81,220 |
| EMPOWER ANNUITY INSURANCE CO OF AME | Recordkeeper | $45,163 | — | $45,163 |
| AZALEA ADMINISTRATION LLC | Other Service Provider | $4,250 | $13,316 | $17,566 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,949
- Estimated Expense Ratio: 0.478% 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 |
|---|---|---|---|---|---|
| 2025 | $2,389,831 | — | — | — | — |
| 2024 | $114,685 | — | — | — | — |
| 2023 | $93,439 | — | — | — | — |
| 2022 | $62,989 | — | $62,989 | — | — |