Plan Snapshot
- Plan Sponsor: Trilogy Health LLC
- Sponsor EIN: 934830031
- Sponsor Address: 715 LEGION DRIVE, EASTMAN, GA, 31023
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 25
- Total Assets: $71,632
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. |
|---|---|---|---|---|
| 2025 | 25 | $71,632 | $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 |
|---|---|---|---|---|
| THE BENECON GROUP LLC | Investment Advisor | $36,757 | — | $36,757 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $13,144 | — | $13,144 |
| CAPSTONE HIRE BENEFITS CONSULTING | Investment Advisor | $11,008 | — | $11,008 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,909
- Estimated Expense Ratio: 85.030% 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 |
|---|---|---|---|---|---|
| 2025 | $493,091 | — | — | — | — |