Plan Snapshot
- Plan Sponsor: Trillium Employment Services
- Sponsor EIN: 911215507
- Sponsor Address: 201 AUBURN WAY NORTH, SUITE B, AUBURN, WA, 98002
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 99
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $3.7M | $184,513 | $346,404 |
| 2023 | 90 | $3.5M | $182,628 | $357,137 |
| 2022 | 80 | $3.5M | $157,335 | $369,550 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 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 | $2,031 | — | — | — | — |
| 2023 | $10,541 | — | — | $8,400 | — |
| 2022 | $6,653 | — | — | — | — |