# Trilogy Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trilogy-financial-services-inc-plan

> Trilogy Financial Services, INC.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trilogy Financial Services, INC.

- **Sponsor EIN:** 330845526

- **Sponsor Address:** 2601 MAIN STREET, SUITE 100, IRVINE, CA, 92614

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

- **Total Participants:** 128

- **Total Assets:** $21.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|128|$21.8M|$228,320|$1.5M|

| 2023|115|$17.4M|$212,119|$1.2M|

| 2022|116|$13.2M|$444,429|$1.0M|

## 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|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — 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|$22,758|—|—|—|—|

| 2023|$19,219|—|—|—|—|

| 2022|$7,463|—|$7,463|—|—|

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