Plan Snapshot
- Plan Sponsor: Trimont LLC
- Sponsor EIN: 581524431
- Sponsor Address: 3560 LENOX ROAD, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 700
- Total Assets: $74.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 700 | $74.6M | $2.4M | $3.8M |
| 2023 | 348 | $61.0M | $1.9M | $3.1M |
| 2022 | 301 | $53.8M | $1.5M | $2.4M |
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 |
|---|---|---|---|---|
| WHITE HORSE ADVISORS, LLC | INVESTMENT/FINANCIAL ADVI | $40,000 | — | $40,000 |
| BDO USA , LLP | ACCOUNTANT | $20,600 | — | $20,600 |
| ADP, INC. | RECORD KEEPER | $19,200 | — | $19,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA , LLP — ACCOUNTANT
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,800
- Estimated Expense Ratio: 0.107% 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 | $79,800 | $75,975 | — | — | — |
| 2023 | $77,690 | $72,905 | — | — | — |
| 2022 | $78,779 | — | — | — | — |