# Trilogy Federal, LLC 401(k) Plan
Source: https://planprovider.pro/companies/trilogy-federal-llc-401k-plan

> Trilogy Federal, LLC's 401(k) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trilogy Federal, LLC

- **Sponsor EIN:** 264435075

- **Sponsor Address:** 1100 WILSON BLVD, SUITE 1100, ARLINGTON, VA, 22209

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

- **Total Participants:** 191

- **Total Assets:** $18.6M

## 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|191|$18.6M|$778,891|$1.9M|

| 2023|206|$14.9M|$685,554|$1.7M|

| 2022|165|$10.9M|$600,635|$1.5M|

## 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|

| CETERA ADVISOR NETWORKS LLC|BROKER/ADVISER|—|$80,892|$80,892|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$28,118|—|$28,118|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,937|—|$11,937|

| ENVESTNET RETIREMENT SOLUTIONS, LLC|OTHER|$9,842|—|$9,842|

| MCNAIR, MCLEMORE, MIDDLEBROOKS & CO|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $130,789

- **Estimated Expense Ratio:** 0.702% 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|$49,897|$11,937|—|—|—|

| 2023|$37,894|$9,200|—|—|—|

| 2022|$31,203|$13,821|$17,382|—|—|

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