# Trim-Rite, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trim-rite-inc-401k-plan

> Trim-Rite, INC.'s 401(k) plan: 548 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trim-Rite, INC.

- **Sponsor EIN:** 363873555

- **Sponsor Address:** 801 COMMERCE PARKWAY, CARPENTERSVILLE, IL, 60110

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

- **Total Participants:** 548

- **Total Assets:** $27.6M

## 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|548|$27.6M|$439,303|$878,129|

| 2023|489|$23.0M|$398,442|$764,051|

| 2022|460|$19.8M|$700,715|$774,027|

## 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|

| AMERIPRISE FINANCIAL SERVICES, INC.|BROKER DEALER|—|$43,248|$43,248|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AMERIPRISE FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/equitable) — BROKER DEALER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,248

- **Estimated Expense Ratio:** 0.157% 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|$83,519|—|—|—|—|

| 2023|$85,617|—|—|—|—|

| 2022|$67,596|—|—|—|—|

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