# Trillium Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trillium-health-inc-401k-plan

> Trillium Health, INC.'s 401(k) plan: 235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trillium Health, INC.

- **Sponsor EIN:** 161356734

- **Sponsor Address:** 259 MONROE AVE, ROCHESTER, NY, 14607

- **Plan Type:** 401(k)

- **Total Participants:** 235

- **Total Assets:** $20.6M

## 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|235|$20.6M|$0|$0|

| 2023|224|$16.0M|$0|$0|

## 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|

| FREED MAXICK CPAS PC|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|$100,699|$57,674|—|—|—|

| 2023|$85,129|—|—|—|—|

## Similar Plans

- [The Floating Hospital, INC.](https://planprovider.pro/companies/the-floating-hospital-inc-403b-plan) — 239 participants

- [The Joseph P. Addabbo Family Health Center, INC.](https://planprovider.pro/companies/the-joseph-p-addabbo-family-health-center-inc-403b-plan) — 261 participants

- [Whitney M. Young, Jr. Health Center, INC.](https://planprovider.pro/companies/whitney-m-young-jr-health-center-inc-401k-plan) — 191 participants

- [Montefiore Einstein Advanced Care](https://planprovider.pro/companies/montefiore-einstein-advanced-care-401k-plan) — 186 participants

- [The New York Proton Center](https://planprovider.pro/companies/the-new-york-proton-center-401k-plan) — 179 participants

- [The Chautauqua Center INC.](https://planprovider.pro/companies/the-chautauqua-center-inc-401k-plan) — 296 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trillium-health-inc-401k-plan)

© 2026 PlanProvider.Pro