Plan Snapshot
- Plan Sponsor: Trimark Corporation
- Sponsor EIN: 421327045
- Sponsor Address: 500 BAILEY AVENUE, NEW HAMPTON, IA, 506590350
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $25.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 360 | $25.3M | $0 | $1.1M |
| 2023 | 359 | $23.1M | $0 | $1.1M |
| 2022 | 327 | $20.3M | $0 | $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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $38,556 | — | $38,556 |
| EMPOWER ANNUITY INSURANCE CO. OF AM | RECORDKEEPER | $31,546 | — | $31,546 |
| COASTAL PENSION SERVICES | CONTRACT ADMIN | $12,050 | — | $12,050 |
| EMPOWER ADVISORY GROUP | INVESTMENT MGMT | $5,098 | — | $5,098 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,250
- Estimated Expense Ratio: 0.345% 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 | $73,428 | $43,654 | $12,050 | — | — |
| 2023 | $62,290 | — | $62,290 | — | — |
| 2022 | $65,265 | — | — | — | — |