# Trilogy Health LLC 401(k) Plan
Source: https://planprovider.pro/companies/trilogy-health-llc-934830031-501

> Trilogy Health LLC's 401(k) plan: 25 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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