Plan Snapshot
- Plan Sponsor: Trileaf Corporation
- Sponsor EIN: 431641139
- Sponsor Address: 1515 DES PERES RD. STE 200, ST. LOUIS, MO, 63131
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $7.1M
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 | 198 | $7.1M | $108,599 | $931,660 |
| 2023 | 212 | $6.1M | $54,821 | $850,704 |
| 2022 | 215 | $4.3M | $137,596 | $620,754 |
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 |
|---|---|---|---|---|
| ANDERS CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS CPA — Auditor
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 | $38,724 | $16,248 | $22,476 | — | — |
| 2023 | $29,087 | $11,939 | — | — | — |
| 2022 | $35,400 | $3,905 | $31,495 | — | — |