Plan Snapshot
- Plan Sponsor: Trilliant Food & Nutrition, LLC
- Sponsor EIN: 680496194
- Sponsor Address: PO BOX 307, LITTLE CHUTE, WI, 54140
- Plan Type: 401(k)
- Total Participants: 605
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 605 | $26.7M | $1.8M | $3.0M |
| 2023 | 553 | $22.0M | $1.5M | $2.5M |
| 2022 | 530 | $18.7M | $1.4M | $2.5M |
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 |
|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | NONE | $108,146 | — | $108,146 |
| NICOLET NATIONAL BANK | NONE | $84,131 | — | $84,131 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERUS FINANCIAL, N.A. — NONE
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,277
- Estimated Expense Ratio: 0.720% 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 | $192,277 | $84,131 | $67,748 | — | — |
| 2023 | $141,235 | $77,340 | — | — | — |
| 2022 | $160,472 | $75,597 | — | — | — |