Plan Snapshot
- Plan Sponsor: Trim-Tex, INC.
- Sponsor EIN: 362777715
- Sponsor Address: 3700 W PRATT AVE, LINCOLNWOOD, IL, 60712
- Plan Type: DC
- Total Participants: 145
- Total Assets: $27.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 145 | $27.2M | $844,819 | $944,751 |
| 2023 | 158 | $22.6M | $725,593 | $863,405 |
| 2022 | 155 | $18.7M | $802,090 | $710,207 |
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 |
|---|---|---|---|---|
| MILLER COOPER & CO LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER & CO LTD — 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 | $41,419 | — | — | — | — |
| 2023 | $41,330 | $17,346 | $300 | — | — |
| 2022 | $28,020 | — | — | — | — |